Every lead is marked Hot, Warm or Cold, so you can see at a glance who is closest to buying. Use the tabs and Filters on the Leads page to narrow the list.
Change many leads at once
- Tick the leads you want, or choose all the leads that match the current filter.
- Choose an action in the bar that appears: Assign, Change stage, Add tag, change their heat, Export or Archive.
- Tags are your own labels, such as NRI or Investor. Add them from More, then Tags on a lead’s page, or to many leads at once.
- Members can change the stage and tags of their own leads. Assigning, exporting and archiving are for owners and admins.
- Export downloads the selected leads as a CSV file.
- Archive takes leads out of your working lists and counts without deleting them. Owners and admins can open the Archived tab to restore one.