Manage leads on the app
Review your pipeline and follow up on enquiries from your phone.
Table of Contents
Leads are available on the go, so a new enquiry does not have to wait until you are back at a desk.
Review your leads
Open the menu and choose Leads.
Switch between the list and the pipeline board.
Search, or filter by pipeline and owner.
Tap a lead to see its contact details and activity.
Move a lead on
Drag a card to the next stage on the board, or change the stage on the lead itself. Use the call and email buttons to get in touch.
Up next
Next, read Edit leads on the app.