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.

Assigning leads:

A lead can be assigned to you, one of your teammates, or "Unassigned" meaning anyone can take it.

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