Leads

Managing Leads

• Assigning Leads to Your Team Distribute leads to agents manually or with assignment rules.
• How to filter and track leads Filter the leads list, save views as segments, update status and tags, and log activity and follow-up tasks.
• How to add a new lead Create a new lead from the Leads page with contact details, status, source and tags.
• How to add a status, source and tag in settings Add new lead statuses, sources and tags from Settings > Lead Settings.
• How to run bulk actions on leads Select many leads at once to change their owner, apply tags, export or delete them.
• How to create a segment Save a set of lead conditions as a reusable segment you can open with one click.
• How to add an email template Create a reusable email template with a subject, folder and content from Content Settings.
• How to share an email template Send a saved email template to a lead from the lead profile using your own email app.
• How to import leads Upload a CSV file, map its columns to AdHub lead fields and review the import results.
• Lead Statuses and Your Pipeline Overview Understand the default lead statuses and how to customize your pipeline.