Introduction
Lead Groups refer to collection of specific Leads or collections of related leads or potential customers categorized based on common characteristics, interests, or demographics.
BizGaze’s “Lead Groups App” facilitates organizations in managing and organizing their leads by allowing them to create distinct groups for different types of potential customers. This app streamlines lead management, making it easier to target specific audiences, tailor marketing efforts, and track interactions within each group, ultimately enhancing lead conversion and customer relationship management.
Portlets & Widgets
In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Lead Groups App.
Lead Groups Details
This Widget contains comprehensive details of a Lead Group
| Field name | Description |
| Name | Displays the name of the Lead Group. Lead Groups refer to the collections of related leads or potential customers categorized based on common characteristics, interests, or demographics. |
Description
Comments or short notes about the Lead Group are displayed
Documents
This section contains documents or identity images of the Lead Group
| Field name | Description |
| File Name | Displays file/document name |
| Type | Document type/format is displayed whether it is JPEG, PNG or other |
| Preview | User can click on Preview to view the document |
Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.
| Field name | Description |
| Comments | User can write short notes or comments about the Lead Group |
| Audit | |
| Created Date | The date of creation of the Lead Group |
| Created By | The name of the person who created the Lead Group |
| Last Updated Date | The last stage changed of the Lead Group |
| Last Updated By | The name of the person who last updated the stage |
| Status | This section displays the current status of the Lead Group |
| Time-Line | This widget tracks all the activities within the app. |