Homebase gives you complete visibility into all of your website leads. The Leads Dashboard is where you can view all of your leads in one place so you never miss following up with a customer. You can get to the Leads Dashboard by clicking on the Leads tab in the left hand menu under Performance.
Key Features
Search
Quickly find specific customers using the search bar at the top of the page. The search works across many data fields including name, email, and phone number.
Filter
Look at specific segments of leads using filters. Filter options include:
- Lead type
- Status
- Create date (range)
- Location
- Tags
- Form category
- Source
- Medium
- Campaign
Export
Export your leads to a CSV file for analysis or to load into other systems.
Customize Columns
Add or remove columns so you can see exactly the information you need.
View Lead Details
To view more details about a specific lead, you can click the View button in the Actions column.