See your sales leads on the dashboard
Open the menu in the XgenPlus app and tap Lead Management. Choose a period, from This Month, Last Month, Quarter or Total. The dashboard shows the total leads, the total amount and a card for each lead type such as Hot, Warm or Cold. Tap a card to see those leads, or tap Show Leads.
For: EveryoneAndroid
How to see your sales leads on the dashboard
Where: Menu › Lead Management
- Open the menu and tap Lead Management.
- Pick a period from This Month, Last Month, Quarter or Total.
- If a currency list appears, choose a currency.
- Read Total leads, the amount and the lead type cards. Tap a card to open the matching list.
- Tap Show Leads for the full list, or Add Lead to create one.
When to use it
Suresh, a sales executive, switches to Quarter to check how many Hot leads he has before a review meeting.
Options
| Option | What it does | Default |
|---|---|---|
| Period | This Month, Last Month, Quarter or Total | This Month |
| Team icon | Includes your team's leads | Off |
| Currency | Shows totals in one currency, when currencies are listed | INR |
| Refresh icon | Reloads the lists of services, types and statuses |
Good to know
- The dashboard needs internet.
- Order cards sit below the lead types. Tap one to open the matching list.
Common questions
I cannot see Lead Management in the menu.
It appears only when Lead Management is switched on for your account. Ask your administrator.
How do I see my team's leads?
Tap the team icon in the toolbar. If you have no team, the app says Team Data not found.
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Updated 2026-10-28