LeadMaster Pro

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Total Leads

1,254

12% from last week

Meetings Fixed

42

5% from last week

Converted Leads

28

8% from last week

Pending Leads

64

3% from last week

Lead Conversion Rate
Lead Sources
Recent Activities
Lead Name Activity User Date Status
John Smith Meeting Scheduled You 10 Oct 2023 Completed
Emma Johnson Email Sent Sarah Miller 9 Oct 2023 Pending
Robert Brown Called You 8 Oct 2023 Completed
Lisa Anderson Proposal Sent Michael Taylor 7 Oct 2023 In Progress
David Wilson Contract Signed You 6 Oct 2023 Completed
Lead Name Contact Info Source Status Assigned To Last Contact Actions
John Smith john.smith@example.com
(555) 123-4567		 Website Contacted You 10 Oct 2023
Emma Johnson emma.j@example.com
(555) 987-6543		 Referral Converted Sarah Miller 9 Oct 2023
Robert Brown rbrown@example.com
(444) 246-8101		 Social Media New You 8 Oct 2023
Lisa Anderson lisa.a@example.com
(333) 579-1357		 Event In Progress Michael Taylor 7 Oct 2023
David Wilson dwilson@example.com
(222) 864-2097		 Website Not Interested You 6 Oct 2023

Calendar View

This is a placeholder for a calendar component like FullCalendar.

Upcoming Meetings
Meeting Date Client Subject Assigned User Status Actions
12 Oct 2023
10:00 AM		 John Smith Product Demonstration You Scheduled
14 Oct 2023
2:30 PM		 Emma Johnson Contract Discussion Sarah Miller Scheduled
15 Oct 2023
11:15 AM		 Robert Brown Initial Consultation You Tentative
16 Oct 2023
4:00 PM		 Lisa Anderson Proposal Review Michael Taylor Confirmed
18 Oct 2023
9:30 AM		 David Wilson Follow-up Meeting You Cancelled
Name Email Role Status Last Login Actions
User
John Doe
Administrator
john.doe@example.com Admin Active Today, 10:30 AM
User
Sarah Miller
Team Lead
sarah.m@example.com Team Lead Active Yesterday, 3:45 PM
User
Michael Taylor
Salesperson
michael.t@example.com Salesperson Active 2 days ago
User
Jennifer Lee
Salesperson
jennifer.l@example.com Salesperson Inactive 1 week ago
User
David Kim
Salesperson
david.k@example.com Salesperson Active Today, 9:15 AM
Administrator

Full access to all system features and settings.

Permissions:
  • Manage all leads
  • Manage all meetings
  • Create and manage users
  • Define and assign roles
  • System configuration
  • Access to all reports
Team Lead

Manage team members and their leads, with reporting capabilities.

Permissions:
  • Manage team leads
  • Schedule team meetings
  • View team performance
  • Assign leads to team members
  • Cannot manage users
  • Cannot change system settings
Salesperson

Manage assigned leads and meetings, with limited access.

Permissions:
  • Manage assigned leads
  • Schedule own meetings
  • View personal performance
  • Cannot access other users' data
  • Cannot manage users
  • Cannot change system settings