Managing Leads: List, Board, Filters, and Insights

What you can do on the Leads pages

The Leads area has two working views, powerful search and filters, CSV export, and an insights dashboard. Use these tools to find, prioritise, and understand your pipeline.

Choose your view: list or board

You can work leads in either a table-style list or a drag-and-drop board. Powerlily remembers the last view you used.

1. Open your Leads.
2. If you are on the board, use the List button to switch to a table view. Your choice is saved for next time.

Find a specific lead

Search looks across multiple fields so you can find a lead fast.

1. Use the search box on Leads.
2. Type any of the following: name, email, phone number, address, or message.
3. Press enter. Phone numbers work with or without punctuation.

Filter the list or board

Filters narrow what you see without changing your underlying data.

1. Status: choose Active, Completed, or All.
2. Date range: pick a start and end date. Single-day ranges are supported.
3. Source: show only leads from a specific source.
4. Branch: limit results to a branch. This only narrows within what your role already allows.
5. Sorting: choose a sort order to change how results are ordered.

Export a CSV of your leads

Export respects your current filters so you can analyse the exact set you are viewing.

1. Apply any search and filters you need on the Leads page.
2. Use the CSV export option.
3. Download the file. The export includes the full filtered set, not just the current page.

Use the Leads Insights dashboard

The Insights page summarises performance and trends so you can steer your pipeline.

• Total leads and converted leads, plus your conversion rate.
• New leads this month and recent growth.
• Average response time for recently completed leads.
• Lead sources and your top source.
• Estimated revenue potential based on the power bills on active leads.
• A funnel view by lead stage.
• A daily trend for the last 30 days.

Notes

• Branch filters cannot expand your access, they only narrow it.
• If you switch views, Powerlily remembers your preference for your next visit.
• Phone searches work even if the number in the system includes spaces or symbols.