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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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The Leads screen provides a kanban-style pipeline board for managing leads through configured stages. It is accessible at /ce/leads.

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Overview

The Leads screen renders a LeadPipelineBoard in kanban format with columns for each configured lead stage. A header shows aggregate stat cards: Active Leads count, Converted count (shown in success color), and Total Leads. Filter dropdowns allow narrowing by assigned user (All Users, Assigned to Me, Unassigned) and by partner (All Partners). An Add Lead button opens the LeadIntakeWizard dialog. A guided tour (lead management tour) can be triggered via a Help button. Visiting /ce/leads?action=add-lead auto-opens the Add Lead wizard. The page loads up to 1000 lead records for the stat calculation.

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Who it’s for

Required permission: CE_PERMISSIONS.LEADS_VIEW (route-level gate).

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Before you start

  • You need the CE_PERMISSIONS.LEADS_VIEW permission.
  • Lead stages must be configured; if no stages exist, the board may be empty.

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Steps

1

Open the Lead Pipeline

Navigate to /ce/leads via the Community Engagement menu.
2

Filter the board

Use the Assigned to and Partner dropdowns to focus on a subset of leads.
3

Add a lead

Click Add Lead (or navigate to /ce/leads?action=add-lead) to open the Lead Intake Wizard.
4

Open a lead record

Click on a lead card to navigate to the lead detail page at /ce/leads/:id.
5

Take the guided tour

Click the Help button to start the lead management guided tour.

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Key concepts

  • Lead stage — configurable pipeline stages; each stage is a column on the kanban board.
  • Lead status — active leads appear in the pipeline; converted and lost leads are excluded from the active count.
  • Intake wizard — LeadIntakeWizard collects lead details, contact info, source tracking, and assignment.

Community Engagement

Community Engagement core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/LeadPipelinePage.tsx