Project Leads and Buyers

Project leads

One way for you to see all your leads for one project is in the "Leads" tab on your project page.

Leads can be filtered by status (New, Open, Warm, Hot) and you can easily see basic details on each lead. For more details, click into each lead's profile.

You can also export leads to CSV by clicking the Export button on the top right. This will not only export the details you can see, but also provide all the information a certian lead may have in Edgewise.

Project buyers

Similarly, project buyers can be seen in the "Buyers" tab on your project page.

Buyers can be filtered by status (Under Contract, Review, Closed, Cancelled) and you can see basic relevant details on each buyer. For more details, click into each buyer's profile.

You can also export buyers to CSV by clicking the Export button on the top right for additional details in CSV format.

To manually add a new buyer, you can also click the "New Buyer" button, but this is only used during importing an existing project or one off transactions that happen outside of Edgewise.