{"id":7284,"date":"2022-05-25T12:01:43","date_gmt":"2022-05-25T10:01:43","guid":{"rendered":"https:\/\/elegant-margulis.82-165-125-94.plesk.page\/getting-started\/use-the-lead-section\/"},"modified":"2023-10-29T10:17:04","modified_gmt":"2023-10-29T09:17:04","slug":"use-the-lead-section","status":"publish","type":"post","link":"https:\/\/help.kavkom.com\/en\/crm-en\/use-the-lead-section\/","title":{"rendered":"Use the lead section"},"content":{"rendered":"\n

The “Leads” section lets you manage Kavkom CRM Leads.<\/p>\n\n\n\n

To access it, click on the CRM icon, then on “Leads”.<\/p>\n\n\n\n

\"CRM<\/a><\/figure>\n\n\n\n

<\/p>\n\n\n\n

Add Lead<\/h2>\n\n\n\n

To add a prospect manually, click on “Create lead”.<\/p>\n\n\n\n

\"Add<\/a><\/figure>\n\n\n\n

Then fill in the fields :<\/p>\n\n\n\n

\"Add<\/a><\/figure>\n\n\n\n

A phone number is required.<\/p>\n\n\n\n

<\/p>\n\n\n\n

Warning<\/strong>\r\nWhen inserting a number, don’t add spaces, don’t add a “plus” before the area code, and make sure you’ve added the country code. Here’s an example of a number in the right format: “15550505050”.<\/p>\n\n\n\n

<\/p>\n\n\n\n

<\/p>\n\n\n\n

<\/p>\n\n\n\n

<\/p>\n\n\n\n

Advanced search<\/h2>\n\n\n\n

“Advanced Search” lets you filter search results and export them.<\/p>\n\n\n\n

\"Add<\/a><\/figure>\n\n\n\n
    \n
  1. Choose filters and click “Apply” to display search results<\/li>\n\n\n\n
  2. You can then export the results by clicking on “Export leads”.<\/li>\n\n\n\n
  3. Reset filters to view and\/or export all your leads<\/li>\n<\/ol>\n\n\n\n

    <\/p>\n\n\n\n

    <\/p>\n\n\n\n

    \"Leads<\/a><\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    <\/p>\n\n\n\n

    Note<\/strong>\r\nIf you wish to export all leads, it’s a good practice to reset the filters before launching the export.<\/p>\n\n\n\n

    <\/p>\n\n\n\n

    <\/p>\n\n\n\n

    Modules<\/h2>\n\n\n\n

    Modules are “folders” that allow you to categorize your leads according to a particular feature.<\/p>\n\n\n\n

    Find all your modules in the section below:<\/p>\n\n\n\n

    <\/p>\n\n\n\n

    \"Lead<\/a><\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    To know<\/strong>\r\nThe “Leads” module is Kavkom’s default module.<\/p>\n\n\n\n

    To learn how to create a module, go to the dedicated article: “Configuring a module”.<\/p>\n\n\n\n

    To restrict module access to certain users, go to the article on authorizations: “Managing authorizations”.<\/p>\n\n\n\n

    <\/p>\n\n\n\n

    <\/p>\n\n\n\n

    Use the leads table<\/h2>\n\n\n\n

    Go to the lead’s file<\/h3>\n\n\n\n

    Click on the “eye” icon on the lead’s line. <\/p>\n\n\n\n

    \"Go<\/a><\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    <\/p>\n\n\n\n

    Understanding filters<\/h3>\n\n\n\n

    You can filter the list of prospects within a module :<\/p>\n\n\n\n