What does the lead dashboard in Buildertrend provide?

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The lead dashboard in Buildertrend is designed to give users a comprehensive overview of leads and their statuses as they progress through the sales pipeline. This feature is crucial for project managers and sales teams, as it allows them to track potential clients from the initial contact stage to the closing of a deal. The dashboard typically includes key information such as lead source, current status, follow-up actions needed, and any associated notes.

This capability empowers users to manage their sales efforts efficiently, prioritize leads, and make informed decisions based on the current state of their sales pipeline. The focus on leads and their statuses is essential for driving sales performance and ensuring potential opportunities are not overlooked.

Other options, while relevant to general construction project management or client relations, do not describe the purpose and functionality of the lead dashboard specifically. For instance, options discussing job site locations, client payments, or employee performance summaries relate to different aspects of project management and financial tracking, which are not the primary focus of the lead dashboard.

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