LeadDriver | Exploring Your Leads with Ease

What this page Includes:

How to access your leads
Card View & Table View
Filters, Search, Sort & Pagination

How do I access my leads in LeadDriver?

By clicking on Lead Management and then all Leads, this will take you to the page where you are able to access all of your leads.
You have 2 views of your lead list - Card View and Table View. To navigate between the two, use the toggle as shown in the image below.

Card View

Each card in this view represents a single lead, providing key information at a glance, eliminating the need to click into each lead for details.

Table View

Each row corresponds to an individual lead, with table headers representing column information. You can customise your view by selecting your preferred columns, and your chosen layout can be saved as the default setting for convenience. 

Filters

In both Card and Table Views, users will see the Standard Filters that allow for easy filtering.

Users also have the option to view the advanced filters to view a more specific set of leads with a more defined date range.

Upon selection, simply click "View Leads" and those chosen will be displayed.

To remove filters click "Reset" to reset all or "Clear" to remove a specific filter.

For more on filters click here.

Search

The search function is accessible in both Card and Table views. 
To search, enter your term in the designated field - options include Lead Details and Vehicle Details. 
Click the search button and use your keyboard to type what you wish to search. The list will then be refined to display matches based on what you have entered.

Sort

In both Card and Table Views, you have the option to sort leads according to your preferences. Choose to organise leads to add an additional layer of customisation that will enhance your viewing experience. 

Pagination

Pagination is available in both Card and Table views, offering flexibility in Lead display.
Select the number of leads per page from options such as 12, 24, 36 or 48 to suit your preference.
Effortlessly navigate between pages for a seamless experience, allowing you to access the information you need with ease.