# 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.

## How to see your sales leads on the dashboard

1. Open the menu and tap **Lead Management**.
2. Pick a period from **This Month**, **Last Month**, **Quarter** or **Total**.
3. If a currency list appears, choose a currency.
4. Read **Total leads**, the amount and the lead type cards. Tap a card to open the matching list.
5. 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.


Source: https://docs.xgenplus.com/mobile/android-leads-dashboard/