Table of Contents
Lead Management Overview
The Lead Management section of your admin dashboard provides comprehensive tools for viewing, organizing, and managing all leads captured through your assessment tools. It serves as your central hub for lead nurturing and follow-up activities.
Lead Management Features
- Complete Lead Database: All captured leads in one place
- Advanced Filtering: Find leads by multiple criteria
- Detailed Lead Profiles: Comprehensive lead information
- Assessment History: All assessments completed by each lead
- Export Capabilities: Download lead data for external use
Accessing Lead Data
Navigate to Leads Section
From the admin dashboard, access the leads section:
Dashboard → Leads (in main navigation)
Or click "View All Leads" from dashboard quick actionsLead List Overview
The leads list displays key information in a table format:
Default Columns Displayed:
- • Email: Lead's email address
- • Company: Company name
- • Industry: Business sector
- • Lead Score: Overall assessment score
- • Assessments: Number completed
- • Last Activity: Most recent interaction
- • Created: When lead was first captured
- • Status: Lead qualification status
Pagination and Display Options
Control how leads are displayed:
- Results per page: Choose 25, 50, or 100 leads per page
- Column customization: Show/hide specific columns
- Sorting options: Click column headers to sort
- Search functionality: Quick search across all fields
Understanding Lead Details
Lead Profile Information
Click on any lead to view their complete profile:
📊 Basic Information
- • Email address and contact details
- • Company name and website URL
- • Industry and company size
- • Geographic location (if available)
- • Lead source and referral information
🎯 Assessment Data
- • Overall lead score and breakdown
- • Individual assessment results
- • AI-generated recommendations
- • Assessment completion timestamps
- • Performance factor analysis
📈 Engagement Metrics
- • Number of assessments completed
- • Time spent on each assessment
- • Return visits and engagement level
- • Download and interaction history
- • Email engagement (if integrated)
🔄 Activity Timeline
- • Chronological activity history
- • Assessment completion events
- • System interactions and updates
- • Notes and manual updates
- • Integration events (CRM sync, etc.)
Lead Scoring Breakdown
Each lead's score is calculated based on multiple factors:
Score Components:
Filtering and Sorting
Advanced Filtering Options
Use filters to find specific leads or segments:
📅 Date Range Filters
Filter leads by creation date, last activity, or assessment completion
Options: Today, This Week, This Month, Last 30 Days, Custom Range
🏢 Company Filters
Segment leads by industry, company size, or geographic location
Categories: Industry, Company Size (Startup/SMB/Enterprise), Location
🎯 Performance Filters
Filter by lead score ranges, assessment completion, or engagement level
Ranges: High Score (80+), Medium (60-79), Low (0-59), Custom Range
🔧 Assessment Filters
Filter by specific assessment types completed or assessment status
Types: Lead Score, Pipeline Leak, Proposal, Tech Audit, All/None
Sorting and Organization
Sorting Options
- By Score: Highest to lowest performing leads
- By Date: Most recent or oldest leads first
- By Company Size: Enterprise, SMB, then Startup
- By Activity: Most or least recently active
- Alphabetical: By company name or email address
Saved Filters and Views
Create and save custom filter combinations:
Create Custom Filter
Combine multiple filters to create targeted lead segments:
- Apply desired filters (industry, score range, date, etc.)
- Click "Save Filter" button
- Name your filter (e.g., "High-Score Tech Companies")
- Choose whether to make it a default view
Quick Filter Examples
Common Filter Combinations:
- • Hot Leads: Score 80+, Last 7 days, Completed 2+ assessments
- • Enterprise Prospects: Company size = Enterprise, Score 60+
- • Tech Industry: Industry = Technology, Any score, Last 30 days
- • Inactive Leads: No activity > 30 days, Score > 50
Lead Actions and Updates
Individual Lead Actions
Actions available for each lead:
✏️ Edit Lead Information
Update contact details, company info, or add notes
Useful for data cleanup and additional context
📧 Export Lead Data
Download individual lead profile and assessment results
Available in PDF, CSV, or JSON formats
🔄 Sync to CRM
Push lead data to connected CRM systems
Supports HubSpot, Salesforce, and others
📝 Add Notes
Add internal notes and follow-up reminders
Track conversations and next steps
Bulk Actions
Perform actions on multiple leads simultaneously:
Select Multiple Leads
Use checkboxes to select leads for bulk actions:
- Check individual leads or use "Select All" option
- Apply filters first to target specific segments
- Bulk actions appear when leads are selected
Available Bulk Actions
Bulk Operations:
- • Export Selected: Download data for chosen leads
- • Add to Campaign: Add leads to email marketing campaigns
- • Update Status: Change lead qualification status
- • Sync to CRM: Push multiple leads to CRM system
- • Add Tags: Apply labels for organization
- • Delete Leads: Remove leads from system (use carefully)
Lead Status Management
Track lead progression through your sales process:
Recently captured
Needs qualification
Meets criteria
Ready for outreach
Outreach initiated
Awaiting response
Became customer
Success!
Lead Nurturing Workflows
Automated Follow-up
Set up automated email sequences based on lead scores and assessment results. High-scoring leads can receive immediate follow-up, while lower scores enter nurturing campaigns to improve their readiness over time.
Data Export and Integration
Export lead data for use in external systems:
How to export leads to CSV
1. Apply any desired filters to select specific leads
2. Click "Export" button in the top right of leads list
3. Choose "CSV" format and select fields to include
4. Download file and open in Excel or Google Sheets
How to sync leads to HubSpot
1. Ensure HubSpot integration is configured in Settings
2. Select leads to sync (or use "Sync All" option)
3. Click "Sync to CRM" and choose HubSpot
4. Map fields and confirm sync operation
How to create lead segments
1. Use filters to identify leads with common characteristics
2. Save the filter combination with a descriptive name
3. Use segments for targeted campaigns and analysis
4. Monitor segment performance over time
Best Practices for Lead Management
Management Tips
- Regular Review: Check new leads daily and high-score leads immediately
- Quick Response: Contact leads within 24 hours of assessment completion
- Segmentation: Create targeted segments for personalized outreach
- Data Hygiene: Keep lead information updated and remove duplicates
- Follow-up Tracking: Use notes and status updates to track progress
Next Steps
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