What is a Lead Module?
In this guide you’ll be choosing which pieces of information to have readily displayed in your lead module. Your lead module is the screen you are sent to when you click the “Leads” icon in the top of the Teamgate platform. It’s the home where all of you and your team’s leads live. It’s not just displaying a list of the leads, you can also interact with leads on this screen to change their status, make a call, send an email, and convert them into a deal. It’s important to customize this screen so it displays only information that is relevant. More info about the leads section can be found here.
Make sure you have customized your lead card ahead of time so that it houses all the information you are interested in and/or need to effectively go about your business. If that hasn’t been done yet, please follow the steps below.
How to customize the lead card:
Navigate to Settings > Customization
Go through each sub category to create a customized lead page
Important: Make sure you select "Leads" within the "Mandatory Fields" and "Custom Fields" sub categories in order to specifically edit the lead cards.
If you are having trouble understanding any of these sections, there’s helpful information pertaining to each section on the right side of the screen.
It’s important to spend some time thinking about what information you want the platform to keep track of, as the information in the Lead card will live with that Lead for it’s entire lifecycle from Lead > Deal > Company/People Profiles.
How to customize the lead module
It’s important to tailor the lead module to best suit your needs and use case. Having certain information on your leads displayed upfront, without having to click into that specific lead, is going to be essential. Another consideration when customizing your lead module is segmentation. You can filter your leads by the various data points that are on display. This is helpful for many reasons, the main ones being bulk lead edits, sending mass emails, and exporting lists to integrated software.
Navigate to the lead module by clicking the lead icon on the top of your screen
Within the lead module, click the gear icon on the top right to open the settings
You will now see a list of all of the data points that can be shown for each lead within the lead module screen. Simply check the box for each piece of data you would like to be front and center
Once that is done, exit the settings pop-up and review your new leads module to make sure everything is to your liking
Pro-tip: You can also change the order in which this information is displayed by horizontally dragging and dropping columns into the space that makes the most sense.