video1.0<iframe src="https://www.loom.com/embed/b81e5627d74f477dbb76958ebd3064ed" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/b81e5627d74f477dbb76958ebd3064ed-eaa7519cc3cd06f4.gif147.73333300000002This Loom explains how to manage leads in Aisle Planner’s Lead Manager from the lead index through the lead record. From the dashboard, viewers go to Sales to view and search leads by name, company, or email, adjust the displayed fields, and use the three dot menu for quick actions. Inside a lead record, core details can be edited, notes provide private project notebook entries, and activity logs track lead events. It also covers the Sales workflow checklist, AP-connected email syncing for follow ups, and the Files tab for sales documents, quotes, or invoices, plus creating a project when a lead books.