Lead Positions

Section: Customer Relationship Management
URL: /admin/leads/positions
Page title: (2) Segmentare leaduri dupa functia/pozitia ocupata de persoana de contact

Overview

Lead positions classify the job title or role of a lead contact — useful for ICP-based segmentation.

Business value

Classifies leads by job role (e.g. CEO, IT Director, Procurement) to identify your ideal customer profile (ICP) and tailor outreach accordingly.

• Who uses it: Sales, marketing, RevOps
• Key benefit: Improves win rate by focusing effort on the buyers who actually decide.

Typical use cases:

• Build target lists of decision-makers vs influencers
• Tailor email cadences to seniority

At a glance

Accessing this module

From the admin sidebar, navigate to Lead Positions, or open the URL directly:

/admin/leads/positions

List view

The list view shows existing lead positions records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Lead Positions from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/leads/positions