How do I handle a lead?
What lead statuses mean:
- Open: this lead needs to be handled
- Ignored: this lead didn't pan out
- Closed: this lead was successfully handled
When you reply to a lead, you can also mark it closed in one action, or you can reply without changing its status.
A lead can be assigned to you, one of your teammates, or "Unassigned" meaning anyone can take it.