Leads
General information
[TBD]
On the Leads page, you can view and manage leads in B2BinPay.
To filter the page data, click the down arrow located at the top of the table and adjust the following filter parameters:
ID — the lead identifier in the Back Office.
Type — the lead type (Enterprise or Merchant).
Email — the email address of a client. [TBD]
Group — the group to which a lead belongs. Possible values:
Email not verified
KYC not verified
First name — the lead’s first name.
Last name — the lead’s last name.
Phone — the lead’s phone number.
Preferred language — for now it is only Russian and English
Click the check mark icon to apply the filters. To reset filters, click the cross icon.
On the Users > Leads page, the following data is provided about each lead:
- ID
The system identifier of a lead. [TBD](Who is lead? A client?)
The lead’s email address.
- Contact
The lead’s fullname, phone number and preferred language.
- Type
The lead’s type (Enterprise or Merchant).
- group
The group to which the lead belongs. Possible values:
Email not verified
KYC not verified
- Registration date
The date and time when a lead was registered in the system.
- Actions
Includes actions that can be done to a lead. Possible values:
Show Profile — displays a pop-up window with details about a lead.
Block [TBD]
Confirm [TBD]