Overview
The redesigned To-Dos page introduces an enhanced interface to better manage leads within LeadManaging. This new version emphasizes flexibility, organization, and actionable insights through additional features such as Priority and Priority Reason columns, a Kanban-style view, and enhanced filtering options. These updates allow users to streamline their workflow and focus on high-priority leads.
(Some features of the new Leads Page may also vary depending on whether you have activated Nurturing Engine for your property.)
What’s New?
- Priority and Priority Reason
The redesigned To-Dos page now features two new columns, Priority and Priority Reason, providing clear insights into lead urgency and the specific context for prioritization. This allows users to quickly identify high-priority leads and understand the reasons behind their status. - Kanban View
The redesigned To-Dos page now includes a Kanban-style layout, categorizing leads into Contact Stages for better visualization and organization. - Enhanced Filtering Options
Users can apply detailed filters to refine results based on criteria such as priority (e.g., Hot Leads or All Leads) and urgency (e.g., Urgent or All). - Customizable Columns
The new layout allows users to select up to six columns to display, making it easier to focus on the most relevant information. - Bulk Event Update
The redesigned Leads Page introduces a Bulk Update feature that allows users to manage multiple events efficiently. This feature enables users to select multiple events from the List View and update key event details simultaneously, reducing the time and effort required for manual updates.
Old vs New To-Do's Page
The main difference between the old and new versions of the To-Dos page lies in the expanded functionality and improved organization. The old version featured a basic table view with limited filtering and lacked columns such as Priority and Priority Reason, which are now essential for identifying and addressing Hot Leads.
For PMCs with Nurturing enabled, the new version introduces Priority and Priority Reason columns, offering actionable insights to better manage high-priority leads. Additionally, it includes a Kanban-style layout for a more visual task management experience, enhanced filtering options with multiple criteria, and customizable columns to tailor the interface to individual workflows.
Old To Do's:
- Limited to a table view
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Few customization options
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Basic filtering capabilities
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No bulk update functionality
New Leads Page:
- Includes both a table view and a Kanban-style view
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Enhanced filtering with priority and urgency
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Customizable columns for tailored displays
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Bulk update of events available in the list view
To Do's Page Features
1. Leads (List View)
The List View is the default layout and displays tasks in a tabular format with sortable columns. This view is ideal for users who prefer a structured overview of their workload. These columns show by default:
a. Checkbox (Bulk Update): A checkbox column is added to the List View, allowing users to select multiple events to bulk update.
b. Priority: Clearly labels the prospect’s priority (Hot, Warm, Cold) with color coding (e.g., red for Hot, yellow for Warm, blue for Cold).
c. Priority Reason: Displays the priority reason (refers to the same description in the new Guestcard’s priority tile which is available if you have Nurturing Enabled)
d. Contact: Shows the contact name, Phone number and/or the email of the prospect. Clicking on the name opens the guest card.
e. Stage: Shows the current stage of the contact.
f. Event: Displays the type of event
g. Last Contacted: Shows the time since the last contact was made. Also has a visual indicator if the event was Inbound (arrow-down) or Outbound (arrow-up)
h. Result: Displays the result of the event
i. Process: Provides quick event actions
2. Leads (Kanban View)
Users can toggle between the List View and Kanban View using the view selector button located in the top-right corner of the page. Simply click the button to switch between the two layouts based on your preferred task management style.
a. On Card View, the Contact Stages are displayed as lanes. Each lane displays a counter to indicate how many leads/cards are under that stage.
b. Each card contain the following information:
i. Contact: Shows the contact name, Phone number and/or the email of the prospect. Clicking on the name opens the guest card.
ii. Last Contacted: Shows the time since the last contact was made. Also has a visual indicator if the event was Inbound (arrow-down) or Outbound (arrow-up)
iii. Priority: Clearly labels the prospect’s priority (Hot, Warm, Cold) with color coding (e.g., red for Hot, yellow for Warm, blue for Cold).
iv. Priority Reason: Displays the priority reason (refers to the same description in the new Guestcard’s priority tile)
v. Contact Information: Phone number and/or email
vi. Quick Actions: Quickly contact leads directly from the task card.
3. Filtering
The Filter Panel allows users to refine displayed records based on specific criteria.
a. Search Bar: Enables users to search within the current view using a name, phone number, or email address.
b. Timeframe: Allows users to filter by time. By default this is set to Today, other options are Last 7 Days, Last 14 Days, Last 30 Days, Last 60 Days, Next 7 Days, Next 14 Days, and Custom Range.
c. Priority: Allows users to filter by priority. By default this is set to Hot Leads
d. Urgency: Allows users to filter by those needing immediate attention. By default this is set to Urgent.
We’ve also added filter chips that appear above the table. This provides a quick and intuitive way to manage active filters directly.
- Remove Filters: To remove a filter, click the X icon on the corresponding chip, and the filter will be instantly cleared.
- Update Filters: Clicking on a filter chip opens the corresponding filter selection modal in an aside panel, allowing you to easily update or modify your selection.
4. Edit Columns
Users can customize the column display by clicking on the gear icon. Users can select up to six columns to display in the List View:
5. All other existing functionalities from the old To-Dos page are retained in the new Leads page, ensuring continuity and familiarity for users. These include:
a. Add Contact
b. Export
c. Call/SMS/Email/Chat event
d. Quick Event Update
Switching Between Old and New To-Dos Versions
Vida LeadManaging provides a flexible feature that allows users to toggle between the old and new versions of the To-Dos page. This feature is especially useful during this transition period where users may prefer using the old layout while gradually adopting the new version.
It also ensures that users can always revert back to the older version if needed, as we continue to update and improve the user experience in the new leads page.
How to Switch Versions:
1. Users can switch the To-Do’s page version by clicking on their profile icon in the top-right corner of the screen.
2. From the dropdown menu, select Switch To-Dos Version.
3. This action will toggle between the new and old versions of the To-Dos page (Leads Page).