Surrounding Features

access level all users (full access) module leads lead card beyond the main tabs in the lead card , several important surrounding features enhance usability and provide quick access to essential information and actions history panel on the right side of the lead card , you'll find the history panel , which contains key information about past interactions with the customer pinned notes users can pin important notes for quick reference pinned notes always appear at the top for easy visibility to create one, start typing in the note field and select add note to save it activity log the system automatically tracks all actions performed on the lead card this includes quote submissions, status changes, and any updates to the customer's information ensures a clear and complete engagement history understanding the tags located in the upper left corner inside the lead card, tags provide a quick view of important client details main contact name, email, and phone number status of the lead assigned broker and payroll advisor service tier designation client id (cid) carrier and address verification status active quote workers' compensation (wc) description 📌 tip a star icon next to the company's name (black in light mode, white in dark mode) indicates the client is a reinstatement this visual cue is used by the lead management and broker teams to identify returning clients hot buttons in the upper right corner of the lead card, you'll find hot buttons that streamline user actions peoplematic send the client a setup link for the mobile app and client portal profile send to bizex agency used by brokers to send lead cards to business partners red button navigate back to the previous page (e g , enrollments dashboard or leads page) other available options include contacting the lead directly scheduling a follow up marking the lead as "dead" adjusting the reinstatement count based on whether the client is returning using the lead card effectively the lead card serves as the hub for all customer information from here, you can review and update basic client information in the general tab manage quotes and sales activities in the sales tab process enrollment documents in the enrollment tab track payroll details in the payroll tab manage payment methods in the accounting tab each tab is designed to support different stages of the customer lifecycle, from prospect to active client related features several other januscrm features directly connect to the lead card dashboard overview access scheduled follow ups and lead management tools payroll dashboard process payroll for active customers enrollment dashboard manage customer onboarding data dashboard process customer data requests and submissions next steps now that you understand the surrounding features of the lead card general tab learn how to manage basic customer information lead card overview review the complete lead card structure dashboard overview explore the main dashboard features 📚 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