Leads Management
Module: Relationships (CRM) · For: Carrier users · Page address: /carrier-portal/crm/leads
How to get there
Section titled “How to get there”Dashboard → Leads
Who can use this page
Section titled “Who can use this page”Needs: No module permission: every signed-in member of the company can open it.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Import | Any signed-in member | Manage also grants it |
| Export page | Any signed-in member | Manage also grants it |
| Add Lead | Any signed-in member | Manage also grants it |
| Export 10 rows to CSV | Any signed-in member | Manage also grants it |
What you see
Section titled “What you see”- Leads
Table columns
Section titled “Table columns”Company · Contact · Location · Status · Rating · Value · Score · Last Contact · Next Follow-Up · Owner
Tab: First page
Tab: Previous page
Tab: Page 1
Tab: Page 2
Tab: Next page
Tab: Last page 2
What you can do
Section titled “What you can do”- Import
- Export page
- Add Lead
- Total Leads 15
- Hot Leads 5
- Qualified Leads 3
- Conversion 20%
- Filters
- Export 10 rows to CSV
- Company
- Contact
- Location
- Status
- Rating
- Value
- Score
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Status | No | combobox | Any status |
| Rating | No | combobox | Any rating |
Loading, empty and error states
Section titled “Loading, empty and error states”Empty state
Error state
Loading state
Popover-Guide state
Last updated 2026-10-27