The Lead to Deal platform allows you to manage and reuse your existing lead list as efficiently as possible with several actions built into it. These actions contribute to monitoring progress, replicating successful settings and facilitating future workflows.
Available Actions:
Information
Opens the Progress Tracker view
Shows which steps have been completed:
Helps monitor progress at a glance
Duplicate
Creates a copy of the current lead list configuration
Can be applied to repeat a similar flow of work with slight modifications (e.g., a keyword or location changes)
Save as Template
Allows you to save the current setting as a template that you can use to generate leads later
Ideal for standardized targeting criteria or recurring campaigns
You can access your preexisting templates under the Settings > Templates tab.
Delete
Deletes the current selected list of leads and all of its data permanently
All of these actions are available through Lead to Deal dashboard, this way you can manage your lists of saved leads and work on them.
