The "Leads" tab becomes visible on the "Offers" section when at least one lead has been created. On the "Leads" tab you can see all leads divided into their categories and also offers and contracts. The view can be filtered by customers or employees and ordered by name or due date.
On the category columns you can see the estimated value of potential sales in the category.
If you look at one lead, you can see its customer, name of the lead and the estimated value. Leads, where the due date is still in the future, are shown with a green background and leads where the due date has passed are shown with red background. If the lead has a comment, that can be seen by hovering the cursor above the lead. It is also possible to add messages to the lead.
If the information on the lead needs to be edited, this can be done by clicking on top of the lead. The edit view is covered in more detail in this article: 5.4.1 Creating, editing and deleting leads
Editing lead categories
Lead categories can be edited, added and deleted by clicking one of the categories.
Existing category names can be edited freely and you can create a new category by writing its name to an empty row. You can delete a category by emptying its row. Note that also the leads that were under the category will be deleted. Remember to save.