RFQ / Lead Enquiry SystemRFQ / Lead Enquiry System
How to manage leads?
Organize, filter, and track all your buyer leads from one place.
3 min read
Lead management dashboard
Go to Seller Dashboard → Leads to see all your incoming enquiries. The dashboard gives you a full view of your lead pipeline.
Filtering and sorting
Use the filter bar to sort leads by:
- Status: New, Responded, Won, Closed
- Date range
- Product/service
- Buyer location
Marking leads
You can tag any lead as Hot, Warm, or Cold to prioritize your follow-ups. Use the notes field inside each lead to add private internal notes visible only to you.
Closing / archiving leads
If a lead goes inactive or is not relevant, mark it as 'Closed'. Closed leads move to the Archive and don't affect your active pipeline count.
Lead analytics
Dashboard → Analytics shows your lead volume trends, response rates, and conversion metrics over time. Premium plan includes detailed source attribution (which product, which search keyword).
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