> ## Documentation Index
> Fetch the complete documentation index at: https://easymate.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Using your Leads Portal

> A tour of the Leads Portal app you and your invited team use every day: the dashboard, leads, your pipeline, activities, and your reps.

Once your [Leads Portal](/docs/solutions/leads-portal) is launched, it opens as its own app at your web address. This is the app you work in every day, and the app your [invited teammates](/docs/solutions/leads-portal/team) sign in to. Here's a tour.

<Info>
  New here? [Leads Portal](/docs/solutions/leads-portal) covers the one-time setup (your pipeline stages, the details you track, and who has access). This page is about using it once it's live.
</Info>

## Dashboard

When you sign in, you land on the **Dashboard**: your key numbers at the top (total leads, new leads, activities this week, win rate), your newest leads, and your priority opportunities. The left menu takes you to **Leads**, **Opportunities Pipeline**, **Activities**, and **Sales Reps**.

<Frame caption="Your dashboard: the day's numbers, newest leads, and top opportunities at a glance.">
  <img src="https://mintcdn.com/easymate-76b6994e/TGwYGHPKuzAnZ5se/images/portal-dashboard.png?fit=max&auto=format&n=TGwYGHPKuzAnZ5se&q=85&s=a842b731cb00fcfe5b4da2d337a52521" alt="The Leads Portal dashboard with key metrics, new leads, and priority opportunities" width="1400" height="900" data-path="images/portal-dashboard.png" />
</Frame>

## Leads

The **Leads** list is every person who has come in. You can see their company, who they're assigned to, when they were last contacted, and their status. The **AI Lead Qualification** column shows how promising each lead looks (Hot, Warm, or Cold), so you can focus on the best ones first. Use **Add** to enter a lead by hand.

<Frame caption="Every lead in one place, with an AI quality rating so you know who to follow up with first.">
  <img src="https://mintcdn.com/easymate-76b6994e/TGwYGHPKuzAnZ5se/images/portal-leads.png?fit=max&auto=format&n=TGwYGHPKuzAnZ5se&q=85&s=2bb396a9b2cdf5f25a276ccaddbdc856" alt="The Leads list with an AI Lead Qualification column" width="1400" height="900" data-path="images/portal-leads.png" />
</Frame>

Click any lead to open their record, with all their details and notes. Leads your [Sales Assistant](/docs/solutions/sales-assistant) captured arrive here automatically, already filled in.

<Frame caption="A lead record holds their contact details, qualification, owner, and notes.">
  <img src="https://mintcdn.com/easymate-76b6994e/TGwYGHPKuzAnZ5se/images/portal-lead-detail.png?fit=max&auto=format&n=TGwYGHPKuzAnZ5se&q=85&s=8684fa11e3d2656298427b5f5ec61984" alt="A single lead record showing details and qualification" width="1400" height="900" data-path="images/portal-lead-detail.png" />
</Frame>

## Opportunities Pipeline

The **Opportunities Pipeline** is your board: your stages as columns, with each deal as a card you can drag from one stage to the next. Moving a card is also what triggers your [Follow-Up Assistant](/docs/solutions/follow-up-assistant) to send the right email, if you've set one up for that stage.

<Frame caption="Drag a deal from one stage to the next as it moves toward closing.">
  <img src="https://mintcdn.com/easymate-76b6994e/TGwYGHPKuzAnZ5se/images/portal-pipeline.png?fit=max&auto=format&n=TGwYGHPKuzAnZ5se&q=85&s=4b10919dfa0940e0da1481c27215210e" alt="The Opportunities Pipeline board with deals in stage columns" width="1400" height="900" data-path="images/portal-pipeline.png" />
</Frame>

## Activities

**Activities** is the running history of every touchpoint: calls, emails, meetings, tasks, and notes, each tied to an opportunity. Emails your Follow-Up Assistant sends are logged here too, so the whole team can see what's happened.

<Frame caption="A clear log of every interaction, so anyone on your team can pick up where things left off.">
  <img src="https://mintcdn.com/easymate-76b6994e/TGwYGHPKuzAnZ5se/images/portal-activities.png?fit=max&auto=format&n=TGwYGHPKuzAnZ5se&q=85&s=b2c7affbc8934732d028124429f2ddcc" alt="The Activities list with types and notes" width="1400" height="900" data-path="images/portal-activities.png" />
</Frame>

## Sales Reps

**Sales Reps** lists your team members so anyone can find the right person and reach them quickly. This is the directory; to invite people and set what they can do, see [Your team and roles](/docs/solutions/leads-portal/team).

<Frame caption="Your team directory, with each rep's name and email.">
  <img src="https://mintcdn.com/easymate-76b6994e/TGwYGHPKuzAnZ5se/images/portal-sales-reps.png?fit=max&auto=format&n=TGwYGHPKuzAnZ5se&q=85&s=8d0b4fe3cfb08d5bdfb2258782b3ee74" alt="The Sales Reps directory" width="1400" height="900" data-path="images/portal-sales-reps.png" />
</Frame>
