Resources

Managing Leads

As you communicate with leads, the status of these leads should be changed. This makes it easier to keep track of them with filtered views.

To change the status of these leads, use the options listed in the Kan-ban view at the top of the lead's record. Clicking on of the buttons will change the status of that lead.


You can also edit the status field by clicking on the current status to open a dropdown containing other available statuses.