Protégé Power Lead Manager

Name	Contact	Source	Service	Sector	Sales Rep	Rating	Date Added	First Contact	Follow-up	Outcome	Deal Value

Reminders and follow-up deadlines from leads.

Revenue Metrics

Manage lead sources, services, and sectors.

Lead Sources

Where leads come from (Google, Bark.com, etc).

Services

What the lead is interested in.

Sectors

Market sectors/categories.

Customize what shows on the Revenue Dashboard and the Leads table.

Dashboard Cards

Pick what shows at the top of the Revenue Dashboard.

Leads Table Columns

Choose which columns are visible on the Leads table. Name is always shown.

Account

Signed in as .

Change password

Use at least 12 characters, for example a short sentence of random words. Changing it signs you out on all your other devices.

New Lead

Name & Surname

Contact Number

Client Name (Business)

Client Contact Person

Email Address

Address

Lead Source

Service

Sector

Sales Rep

Lead Rating

First Contact

Meeting Date

Quote Number

First Call Notes

Follow-up Call Log

Follow-up Date

Follow-up Note

Deal Closed

Documents Attach quotes, emails, contracts, etc.

Lead Details

Add Phone Lead

Export Report

Period

Fields to include

Export Revenue Report

Exports the month-by-month revenue & spend totals shown above.

Fields to include

Sign In Required

Protégé Power Lead Manager

Revenue Metrics

Lead Sources

Services

Sectors

Dashboard Cards

Leads Table Columns

Account

Change password

New Lead

Lead Details

Add Phone Lead

Export Report

Export Revenue Report