# Leads

### Understanding Leads in CargoEZ

Leads are vital data about individuals or organization representatives, playing a **pivotal role** in **Sales & Marketing.** They help identify potential customers and kickstart the sales process. Leads are obtained from various sources like **trade shows, ads, or marketing efforts.** Managing and following up on leads is crucial until they become prospects. How leads are handled by the sales team greatly impacts organizational success.

### Lead Home Page

Click the <img src="https://1859257515-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8SLKsDYaEhQ6j3ibsimh%2Fuploads%2FWM6K9zkdNSiBu0PfjavH%2Fimage.png?alt=media&#x26;token=ae796594-8af9-4d2d-a833-3bae9ed7d992" alt="" data-size="line"> **Leads** tab in the CargoEZ home to view the Leads Home page and perform the following operations:

1. **Visualize Leads**: Access organized *List Views* on the Leads Home page.
2. **Track Performance**: *Compare lead* indicators between years effortlessly.
3. **Create Leads**: Easily *generate new leads* with a single click.
4. **Navigate Sales**: *Manage* sales funnel, classifications, and cycles centrally.
5. **Efficient Navigation**: Utilize sidebar for quick access to *lists, insights, and settings.*
6. **Customize Settings**: *Generate* reports, automate emails, and apply advanced filters.
7. **Smart Filtering**: Prioritize leads *based on sales criteria* efficiently.
8. **Enhanced Search**: *Locate leads* swiftly by alphabet, info, or criteria.
9. **Seamless Exporting**: *Export leads* with necessary details for easy analysis.
