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Lead Management

Sales Dashboard → Lead Management

+9.8%

412

New Leads (MTD)

+1.4%

24.6%

Conversion Rate

+12.0%

58

Hot Leads

-0.3 hrs

1.2 hrs

Avg Response Time

Search leads by name, product or stage…
StageProductSource

Lead Volume Trend

Last 12 weeks

Lead Source Mix

Website Direct36%
Partner Referral28%
Social Media22%
Walk-in14%

Lead List

Lead IDNameProductStage
LD-1001Rohan KapoorTerm PlanNeed AnalysisLD-1002Sneha IyerHealth CoverQuoteLD-1003Vikram ShahTerm Protector™ProposalLD-1004Ananya RaoTerm PlanEligibilityLD-1005Karan MehtaInvestment PlanLead

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