This article will take you through the components and features of the Prospects Page within the XILO platform. We'll break each display and tool down to help you get the most out of lead management.

Contents

About The Prospects Page

The Prospects Page is the first page you will encounter after logging into your XILO account. This page is where agents can view and interact with leads entered through XILO forms, whether by customers visiting your website or agents using Intake forms while speaking with clients.

At the top of the page you'll see a display showing the total number of leads in the time-frame selected in the filters which defaults at 90 Days.

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The buttons on the top right corner of this page allow for the control of the information displayed as well as the ability to add leads to the XILO pipeline.

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The Page can display in two view styles, Table View and Kanban View. These views are toggled using the buttons at the top of the prospects list seen in the image below,

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We'll break each view down in detail in the remainder of this article.

Table View

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Basic Layout

The Table View of the Prospects Page shows the leads entered through XILO forms by customers and agents. These leads are sorted showing the most recent submission first by default and list information regarding the lead in these columns: Prospect, Status, Agent, Email, Date and Form Title.

Prospect shows the lead name, phone number and Action Buttons for interacting with the lead. Clicking the Lead Name will take you to the Prospect Details Page.

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Status is an interactive dropdown showing and allowing the change of the leads Lifecycle. A Lifecycle the stage in your agencies quoting pipeline the lead is in. (More on Lifecycles Here)

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Agent is an interactive dropdown showing the current assignment of the lead as well as allowing the manual assignment of leads. (More on Lead Assignment Here)

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Date displays the date and time the lead or agent began entering information on the form.

Form Title lists the form title and type that was filled out to create this entry. (More on Forms Here)

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Action Buttons

The action buttons within the prospect column of the Table View allow you to interact with the leads in several ways. You will find a short description under each button's image below.

The Edit Submission button launches the form used to enter this lead with the lead information populated, allowing you to add, edit or update any of the provided information.

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The Export button allows you to export data manually to an integration tied to the form, or export the lead data to a PDF. (More on Manual Integration and PDF Export)

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The Additional Options button has three more actions that can be done with a prospect. Edit Prospect, Start New Form and Delete

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Kanban View

Basic Layout

The Kanban View of the Prospects Page shows the leads entered through XILO forms by customers and agents in individual Kanban Cards. These leads are contained within Status Columns and sorted showing the most recent submission first by default and list information regarding the lead in Prospect Card.

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Prospect Cards shows the Prospect Name, Email, Phone, Agent, and Time & Date.

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Additional Options allows you to Edit Prospect, Delete or Export the prospect via integration or PDF

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Status is changed by clicking and dragging the prospect from one column to another.

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Form Title can be seen by hovering over the form Icon at the bottom right corner of each card.

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Agent is an interactive dropdown showing the current assignment of the lead as well as allowing the manual assignment of leads. (More on Lead Assignment Here)

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