Your sales team can use the Lead Module to track the progress of each lead they interact with and convert them to your clients. You can track the lead at various stages to plan the strategies accordingly and manage your sales process quickly.

Track Leads Statuses through the below workflow. 

Step 1: From the left-hand side menu options, click on Leads Module and go to the Leads screen.

Navigation Link: https://app.ismartrecruit.com/searchProspect

Step 2:  Click on the '+' icon at the top to Add a new Lead.

Step 3: Update the lead's status as they progress in the discussion. Please select the appropriate status and assign leads based on their stage in the sales workflow.

View & Filter Leads

You can see the leads according to their categories by clicking on the respective Head Stage on the Horizontal Sales pipeline displayed at the top for better business insights and future planning.

Advanced Search within Leads

Under Advanced Search, you can also filter leads using various parameters for an organized approach to managing your sales pipeline. 

Filter based on, 

1. Created Date From 

2. Created Date To

3. Notes 

4. Industry Type 

5. Current Status 

6. Historical Status 

Note: You can also get the Lead status history. For this, you can refer to the article Check History of Lead.d Status. https://help.ismartrecruit.com/lead-management/check-history-of-lead-status

Customize Sales Workflow

If you wish to add your list of statuses to assign to the leads, you can customize the Sales workflow in the Admin section, under Customization Tab. 

Navigation Link: https://app.ismartrecruit.com/admin 

For a step-by-step guide to customizing your Sales workflow, please refer to the below article. 

https://help.ismartrecruit.com/administration/customize-sales-workflow-lead-status