Manage CRM Leads in the Leads Inbox

 

 

The Leads Inbox is where you can view new leads, manage your leads, and nurture leads as they move through your sales funnel. The Leads Inbox is useful for companies that have a longer selling cycle, or who simply want a designated space to manage their leads before adding them as a Contact within their CRM. 

To navigate to your Leads Inbox, first navigate to your CRM, then click the Leads Inbox tab. 

You will then land on your main Leads table. From here you can explore the various actions to manage your leads: 

• Search for and filter leads
• Visit a lead's profile
• View a lead's status
• Qualifying status
• Lead source
• Special Notes
• Created date
• Assigned to
• Quick action buttons
• Overflow menu

 

Search for and filter leads

Search for leads by using the search field. 

Filter out what leads you want to see by using the Filtering capabilities. 

 

You may filter by: 

• Assigned To
• Lead Source
• Lead Status
• Organization
• Custom Filters

 

Visit a lead’s profile

Visit a leads profile by clicking their name on the Lead’s table. 

 

View a lead’s status

The Lead Status column will automatically update based on the status of that Lead. The available statuses are:

• New: The New status will be assigned to every new lead that comes into the leads inbox that has not yet been viewed. View a lead by by visiting their lead profile. 
• Viewed: The Viewed status will be assigned to any lead who’s profile has been viewed. 
• Restored: The Restored status will be assigned to any Archived lead that has been restored to the Leads inbox. Once the Archived lead has been viewed, it will revert back to the Viewed status. 

 

Qualifying Status

The Qualifying Status field lets you quickly identify where each lead stands in the lead vetting process. 

By default, all new leads will start with the status set to New. You can manually update the status as leads progress. To edit a status, simply click on the status you want to change, select the new status, and click Save.

 

Available Statuses:

• New
• In Progress
• Closed – Won
• Closed – Lost

 

Lead source

The Lead Source column will show how the lead came into the Leads Inbox (via form, call, or manual addition). 

 

Special Notes

This section lets you take notes on a Lead from the table view of the Leads Inbox.

To add a Special Note to a lead, hover over the Special Notes field and click the edit pencil. Then, enter your note in the box that appears, and click Save. 

Notes taken in this field are synced to the same field on the Lead Profile Page under the Details section. Note: Any new Special Notes will overwrite any past Special Notes on a lead. 

 

Created date

The Created date shows when the lead was created. 

 

Assigned to

The Assigned to column will show what employee the lead has been assigned to. 

 

Quick action buttons

Hover over a lead to access quick-action buttons to add as a contact, archive, email or call a lead right from the Leads table. 

 

Overflow menu

Last but not least, use the overflow menu to Delete, Archive, or save a lead as a Contact.