Managing Leads and the Pipeline
Views, stages, search, owners and bulk actions for your pipeline.
Go to Leads > Pipeline Workspace.
Views
Switch between Board, List and Calendar. List tabs: Pipeline, New Leads, Converted, Discarded and Archived.
The summary line shows active leads, pipeline value and follow-ups due. Click the follow-ups to see only overdue leads.
Stages
New > Contacted > Qualified > Proposal > Converted. On the Board, drag a card to another column to change its stage. Dropping it on Converted opens the conversion dialog.
Find Leads
Search by name, company, email or phone, and filter by owner and score (Hot, Warm, Cold). More Filters adds stage, source, industry, product, label, tag, overdue and leads the AI is handling.
Tip: your filters are kept in the page address, so you can bookmark a filtered view or share the link.
Add a Lead
Click New Lead. Required: company name, phone, country, state or province, city, region, industry and time zone. More Details adds website, source, budget, expected value and tags. If the lead might already exist, you'll see a warning; an exact match offers Open the Existing Lead.
Assign an Owner
On the lead, use Change Owner in the Assignment card. For many leads, tick them in the list and use Assign Owner.
Labels
On a Board card, Edit Labels. Admins manage the label list under Settings > Lead Labels.
Work in Bulk
Tick leads in the list to Assign Owner, assign them to the AI, Add Tag, Enrich Selected or Prepare campaign audience.