Skip to content
ClaimMosaic Documentation

Leads Overview

The Leads section is your starting point for managing potential clients and new claims. It functions as a precursor to the Claims section, providing a dedicated space to track prospects before they are officially signed as clients.

This system helps you organize and nurture potential claims, ensuring no opportunity is missed.

Key Features

Section titled “Key Features”
  • Centralized Lead Tracking: View all your prospects in a clean, organized list.
  • Efficient Management: Use powerful search and filtering tools to quickly find and segment your leads.
  • Seamless Conversion: Easily convert a qualified lead into a full claim with just a few clicks, transferring all relevant information automatically.

The Leads system is designed to be intuitive, mirroring the layout and functionality of the Claims section to provide a consistent user experience.