Work your lead list
When to use this: You are planning calls or field visits for the day.
Where: Workspace → Leads
- Open Workspace → Leads.
- Use filters for stage, area, or campaign if your manager gave you a focus list.
- Open a row to view details or jump to Visits.
Success looks like
Section titled “Success looks like”You see only leads assigned to you (unless your role has broader visibility). Stage badges show where each outlet sits in the lifecycle.
If it goes wrong
Section titled “If it goes wrong”| Symptom | Likely cause | Fix |
|---|---|---|
| Empty grid | No leads assigned yet | Ask your manager to assign campaign leads |
| Wrong campaign | Campaign filter set | Clear filters or pick the campaign your manager gave you |
| Cannot open lead | Row still loading | Wait for “Showing 1–…” in the grid footer |