Leads Tab Overview

access level all users (access varies by tab) module leads the leads module is the primary working interface for all users within januscrm it houses essential information about each client and serves as the central hub for managing client interactions across departments each lead card is organized into several tabs, each dedicated to a specific aspect of the client's company and employee information general sales enrollment payroll accounting logs general tab the general tab is divided into four sections basic information sales and marketing information address contact information this tab provides a snapshot of the client's business, including contact details, physical address, and sales classification data additionally, the upper left and right corners of the page display the customer's current status and include hot buttons for quickly sending key information to the customer these features are explained in more detail in the surrounding features section sales tab the sales tab tracks all sales related activity, including creating and editing estimates sending quotes tracking client responses and status changes it also includes underwriting and enrollment progress once a deal is signed enrollment tab once a quote is signed, the enrollment tab becomes the central hub for document collection workers' compensation certificate management employee roster maintenance for payroll setup key sections include workflows employees documents reminders 📌 tip for a complete overview of the enrollment process from start to finish, see the enrollment dashboard overview payroll tab once the customer is active, the payroll tab displays real time payroll information current payroll status pay frequency and schedule payment details invoice amounts and payment methods ℹ️ note for a comprehensive understanding of payroll processing, see the payroll dashboard overview documentation accounting tab the accounting tab provides full visibility into customers' billing users can view card payment methods submitted by the customer all charges applied during the program saved bank accounts tied to ach payment methods for specific information about ach payment setup, see ach/bank authorization process logs tab the logs tab keeps a chronological history of all activity tied to a customer's lead card this ensures team transparency accurate activity tracking streamlined internal follow up additional features beyond the tabs themselves, the lead card includes several important surrounding features that enhance usability history panel for viewing past interactions and pinned notes tags quick visual indicators about the client hot buttons fast access to common actions learn more about these features in the surrounding features documentation next steps after understanding the lead card structure, explore surrounding features learn about auxiliary features general tab manage basic customer information sales tab track sales activities enrollment tab handle onboarding processes 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation questions about permissions? review the user roles & permissions matrix to understand access levels