Accessing the Hot Leads Page in 11x (Alice)

Overview

This guide provides step-by-step instructions for accessing the Hot Leads page in 11x (Alice). The Hot Leads page allows you to view and manage leads that have shown significant engagement, helping you prioritize outreach and follow-up activities. By following these instructions, you will be able to locate the Hot Leads section, verify you are on the correct page, and understand the key features available.

Prerequisites

• You must have access to the 11x (Alice) platform with permissions to view campaigns and leads.
• At least one campaign should be present in your account to see meaningful data on the Hot Leads page (otherwise, the page may indicate no engaged leads yet).

Step-by-Step Instructions

1. Navigate to the Campaigns Dashboard

   • After logging in to 11x (Alice), ensure you are on the main dashboard where the left navigation sidebar is visible.
   • The sidebar contains menu items such as “Campaigns,” “Action Required,” “Hot Leads,” and others.

   

2. Access the Hot Leads Page

   • In the left-hand navigation sidebar, locate and click on Hot Leads (represented by a flame icon).
   • The sidebar item will be clearly labeled “Hot Leads.”
   • After clicking, the main content area will update to display the Hot Leads page.

3. Verify You Are on the Hot Leads Page

   • Confirm the page header at the top of the main content area reads Hot Leads.
   • Ensure the following tabs are visible near the top of the page: All Contacts, Needs Action, Recently Actioned, In Campaign, Meeting Booked, Dismissed, Website Visitors.
   • The browser URL should update to https://alice.11x.ai/hot-leads.
   • You should see a table listing hot leads, including columns for contact name, lead information, score, activities, last activity, status, and campaign actions (such as “Add to campaign”).

   

Verification and Expected Outcomes

• The Hot Leads page header is visible and reads Hot Leads.
• All required tabs are present: All Contacts, Needs Action, Recently Actioned, In Campaign, Meeting Booked, Dismissed, Website Visitors.
• The URL in your browser is https://alice.11x.ai/hot-leads.
• The table displays hot leads with relevant details (e.g., contact names, job titles, companies, engagement scores, activities, and campaign actions). In this example, several leads are shown with their respective information.

Troubleshooting

• Hot Leads not visible in the sidebar:
  • Ensure you are on the main dashboard or campaigns page. If the sidebar is collapsed, click the hamburger/expand icon at the top of the sidebar to reveal menu labels.
• Page does not load or URL does not change:
  • Refresh your browser (Ctrl+R on Windows or Cmd+R on Mac) and try clicking “Hot Leads” again.
• No leads displayed:
  • If you see a message such as “No engaged leads yet,” this means there are currently no hot leads. Proceed with your outreach activities and check back later.
• Tabs or data missing:
  • Confirm you have the necessary permissions and that your account has active campaigns with engagement.

Additional Tips

• Use the search and filter options at the top of the Hot Leads page to quickly find specific contacts or segment leads by engagement category or campaign.
• The “Add to campaign” button allows you to assign hot leads directly to a campaign for targeted follow-up.
• If you need a visual walkthrough, look for any available help videos or guides within the platform (if provided by your organization).

By following these steps, you can reliably access and utilize the Hot Leads page in 11x (Alice) to prioritize and manage your most engaged leads.