The Council Dashboard as a Lead List that allows communities to see the lead's they have generated, perform bulk actions, communicate, and track them as they advance through the joining process.
Lead List Overview - As leads are generated by the Council, they are added to the Lead List. From there you can see some basic information. Below will describe each data point and information that is displayed on the lead list.
Lead Image - is the first thing that displays in a thumbnail view. If a lead does not have an image, it will display their initials. If you see a little red icon on the lead's image, it means that individual has already been shared with your linked groups/chapters.
Name - first and last name each have a column on the Lead List. Users can sort by these columns by simply clicking the header.
Status - this is the lead's Council Dashboard status. This status is only shared with the Council. This is the default way leads are sorted on the Lead List.
Phone - this displays any phone number inputted by that lead when completing a Council Dashboard form.
Email - this displays any email inputted by that lead when completing a Council Dashboard form.
Tags - these are the Council-level tags that can be applied to leads. Only the Council sees these. To learn more about tags, click here.
Referral Source - this is where we got a lead. Typically this will be the form they completed.
Date Created - this is the date that the lead was added to your Lead List. This is either when they complete one of your forms or you created them by hand.
Lead List Actions & Functionality - there are many features and actions that can be taken from the Lead List. Below you will find a list.
Assign Main Contact
Bulk Email Leads
Bulk/Mass Text Leads
Update Statuses
Tag Leads
Manually push leads (if enabled)
Export Leads
Delete Leads
Here are some additional links to articles to help you get started with the Council Dashboard Lead List.
Council Dashboard - Lead List Overview (video)
What is a Main Contact?
Council Dashboard - Emails Overview
Council Dashboard - Messages/Texting FAQ
Council Dashboard - Statuses
Council Dashboard - Lead Tags Overview
Council Dashboard - Sharing Leads Overview
Council Dashboard - Exporting Leads
Council Dashboard - Deleting Leads
Summary
The Council Dashboard as a Lead List that allow communities to see the lead's they have generated, perform bulk actions, communicate, and track them as they advance through the joining process. This article breaks down all the data and functionality within the Lead List tab.