Handle Sales Leads
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      2. Bionic for Ad Sales
      3. Handle Sales Leads

      View Your Sales Leads

      Here's how to view the sales leads you receive in your Bionic for Ad Sales account.

      Once you are viewing your leads, you can use the filtering options to find leads based on status, owner, program, and date range.

      Get to your Leads

      To see your list of sales leads:

      1. Log in to Bionic for Ad Sales.
      2. Click on the Leads tab.

      Screenshot of the Leads tab screen. An arrow is pointing to the "Leads" tab itself.

      Tip: If you have any open leads, you'll see a red warning indicating the number of open leads.

      Filter Your Leads

      You can filter your list of sales leads by:

      View Leads by Status

      You have the option to filter your list of leads by status:

      • Open
      • Won
      • Lost
      • Discarded

      Open leads are any leads that are not won, lost, or discarded.

      To see only open leads:

      1. Click the Filters.
      2. Click the status filter.
      3. Select only "Open" (deselect the others).
      4. Click Apply.

      Screenshot of the Leads tab. There are arrows pointing to the Filters button, the Status dropdown, the different status options, and the apply button.


      See Your Leads

      Every sales lead is assigned an owner. You can filter your list of sales leads by who owns them.

      To see your sales leads (or one of your teammates):

      1. Click the Filters.
      2. Click the owners filter.
      3. Select the name(s) to filter by.
      4. Click Apply.

      Screenshot of the Leads tab. Arrows are pointing to Filters, the Owners drop-down menu, different users in that menu, and the apply button.

      See Leads for a Program

      Every sales lead is associated with one of your advertising programs. You can filter the list of leads by program.

      To see the sales leads associated with a program:

      1. Click the Filters.
      2. Click the programs filter.
      3. Select the program (or programs).
      4. Click Apply.

      Screenshot of the Leads tab. There is an arrow pointing to the filters option, All Programs drop-down, the different programs in the drop down, and the Apply button.

      See Leads in a Date Range

      Every sales lead stores the date it was created. You can filter your list of leads by the created date.

      To see the sales leads associated with a program:

      1. Click the Filters.
      2. Click the programs filter.
      3. Select the date range.
      4. Click Apply.

      Screenshot of the Leads tab. There is an arrow pointing to the filters option, All Dates drop-down, the different date options in the drop down, and the Apply button.

      Custom Date Range

      If you need to filter your leads in a date range not provided by one of the preset date ranges, click Custom to filter by a custom date range.

      Screenshot of the Leads tab. There is an arrow pointing to the "Custom" button inside of the "All Dates" drop-down.

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