Efficient Lead Management in Fivegrid Boards: A Step-by-Step Guide

How to Manage Leads in the Board Section

Managing leads effectively is key to optimizing your sales pipeline and improving customer interactions. Fivegrid's "Board" section offers a streamlined approach to organizing, tracking, and updating leads efficiently. Follow this guide to enhance your lead management process.

Step 1: Log In to Your Fivegrid Account

Begin by logging into your Fivegrid account using your credentials. Ensure that you have the required permissions to access and manage leads within the system.

Step 2: Navigate to the Boards Section

Once logged in, head over to the "Boards" tab from the dashboard. This section contains all active boards related to various projects or sales pipelines, allowing for better organization and tracking.
Managing Leads in Fivegrid

Step 3: Manage Lead Details Effectively

Inside the board, find the specific lead or "Enquiry" you want to work on. Click on it to open and review its details. Here’s what you can do:
  • Receive Automated Notifications – When a new lead is created, an automated notification is sent to the assigned owner for immediate action.

  • Edit Lead Information – Click the "Edit" button to modify lead details such as contact information, status, and assigned owner. Note: The associated product cannot be changed after creation.
    Managing Leads in Fivegrid

  • Reassign Lead Ownership – If you need to transfer the lead to a new owner, the system will automatically notify the new assignee.
    Managing Leads in Fivegrid

  • Save Changes – After making edits, click the "Save" button (usually at the top of the screen) to apply and update the changes.
    Managing Leads in Fivegrid

Step 4: Add Notes to the Lead

  • Find the "Notes" option within the lead’s details.
    Managing Leads in Fivegrid

  • Enter relevant information, updates, or comments regarding the lead.
    Managing Leads in Fivegrid

  • Click "Save" to ensure the note is stored for future reference.

Step 5: Optimize Your Lead Management Process

For a more efficient workflow, implement these best practices:
  1. Regularly Update Lead Statuses – Keep your pipeline structured and up to date to avoid confusion.
  2. Utilize Filters & Search Options – Quickly locate specific leads using built-in search and filter tools.
  3. Enhance Team Collaboration – Add notes or comments to leads for better team communication and coordinated follow-ups.

By leveraging Fivegrid’s Board section, you can simplify lead management, ensure timely responses, and improve overall sales efficiency.


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