Inbox & Leads
Reply to leads, take over from Pippin and manage your pipeline.
- How Notifications Work
- How to Add a Lead Yourself
- How to Add Custom Fields to Leads
- How to Archive or Unarchive a Lead
- How to Assign, Tag or Export Leads
- How to Check a Lead Pippin Held for Review
- How to Delete a Lead
- How to Edit a Lead or Change Its Stage
- How to Find a Lead in the Inbox
- How to Mark a Lead Won or Lost
- How to Post Updates on a Lead
- How to Read a Lead's Profile
- How to Reply to a Lead From the Inbox
- How to Take Over a Conversation From Pippin
- How to Use the Leads Table, Board and Filters