Summary
The Partner's Leads Dashboard gives manufacturers a real-time view of how architects are interacting with their products on Acelab. Leads are automatically captured and organized into a pipeline based on architect behavior — so your team always knows who's interested, how engaged they are, and what to do next.
What You Can Do
See your pipeline at a glance — A Kanban-style board organizes leads across six stages, from early awareness to active product selection
Work individual leads — Click any lead to view project context, edit details, assign a rep, add notes, and start or continue a conversation
Manage your team's pipeline — Assign leads, take bulk actions, and manually add leads your team has sourced offline
Find the right leads fast — Filter by project details, location, budget, product category, and more
Communicate with architects — Send and receive messages directly through the Conversations feature
Dashboard Navigation
The dashboard has two main areas, accessible from the left-side navigation:
Home — Your leads pipeline in Kanban view. This is where you'll spend most of your time managing leads, assigning reps, and moving cards through stages.
Conversations — A unified inbox showing all architect conversations, organized by status.
In This Section
Understanding Your Lead Pipeline — What each stage means, what triggers it, and what data you can see
Managing and Working Leads — How to open, edit, assign, move, and take action on leads
Filtering and Sorting Your Pipeline — How to use filters, search, and sort to find the right leads
Conversations — How to manage architect communications from the dashboard
Coming Soon
These features are in development and will be available soon:
CRM Integration — Connect your leads pipeline to your existing CRM via Zapier
Archived Leads View — Browse and restore leads your team has archived
Custom Stages — Add and rename pipeline stages to match your workflow