All Leads
22 guides available
1
How to Create a Manual Lead
2
How to Edit a Lead's Information
3
How to View Lead Full Details
4
How to Check & View Duplicate Leads
5
How to Delete or Archive a Lead
6
How to Star or Favourite a Lead
7
How to Search for a Lead
8
How to Filter Leads
9
How to Sort the Leads Table
10
How to Assign a Lead to a Team Member
11
How to Bulk Select and Perform Bulk Actions
12
How to Add a Note to a Lead
13
How to Log a Call for a Lead
14
How to Send an Email to a Lead
15
How to Send a WhatsApp Message to a Lead
16
How to Create a Task or Reminder for a Lead
17
How to Change a Lead's Status
18
How to Change a Lead's Pipeline Stage
19
How to Add Tags to a Lead
20
How to View a Lead's Activity Timeline
21
How to Understand a Lead's Score
22
How to Export Selected Leads to CSV