How do I handle a lead?

What lead statuses mean:

  • Open: this lead needs to be handled
  • Ignored: this lead didn't pan out
  • Won or Lost: Choose one of these when you've handled the lead and want to close it. This helps you keep tabs on how well your campaigns are doing!

You can now multi-select recipients and mark them all as leads with two clicks.

Assigning leads:

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

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