- Lead List View:
- After saving leads, they are displayed in the Leads Dashboard in a list view.
- The lead list displays basic information like Name, Company, Status, Lead Value, and Tags.
- Sorting and Filtering Leads:
- You can sort leads based on various criteria such as name, value, or status.
- Use filters to view leads by status (e.g., New, In Progress), tags, source, or date created. Filters allow you to segment leads for targeted outreach.
- Viewing Lead Details:
- To view a lead’s details, click on the lead’s name from the Leads Dashboard.
- The Lead Detail Page will open, showing all the information you entered during the lead creation process.
- You can edit lead details by clicking the Edit button in the upper-right corner.
- Adding Notes and Activities:
- Within the Lead Detail Page, you can add notes for important updates or context.
- Activities (e.g., meetings, calls) can be logged for each lead. These activities will help track your interactions with the lead and provide insight into their current status.
Managing and Tracking Leads
< 1 min read
Updated on May 1, 2025
