The lead list is LeadVault's home page once you're signed in. Open it from Leads at the top.
Tabs
- All open leads, My leads, New today and Callbacks due.
- For managers and admins, Unassigned (open leads nobody holds) and Late callbacks (anyone's callback past its time).
- Up for grabs, when leads have been given back. See Give back a lead.
Filter and sort
Add filter offers the lead's own details (received date, source, state, city, zip code and distance) and every question your lead types ask: ranges for amounts, ticks for choices, dates and words. Mortgage leads also get LTV. Each filter shows as a chip: click it to change it, or × to drop it.
Click a column's heading to sort by it. The stage menu's All, including closed takes in closed and archived leads too.
Everything is in the page's address, so you can bookmark a filtered list.
Saved views
Save view keeps the list, with its filters and sort, as a tab of your own. You can keep up to 20.
You can also ask Vaulty for a list in plain words, like CA refis over $300k. See Ask Vaulty.
Change many leads at once
Tick the box on each row (Shift-click ticks a run). A bar shows how many are ticked, with:
- Assign them to someone (managers and admins);
- Stage, to move them;
- Email, Drip, Dial and Vaulty calls, when those are on;
- Export and Delete (managers and admins).
Tick the box in the heading, then Select all, to take the whole list, up to 5,000 leads. LeadVault asks before it moves or assigns, then says what it did.
Row icons
Point at a row to see icons for call, text, email, note, callback and appointment. Note and callback save without leaving the list.
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