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How to Process Leads

Your Leads Inbox provides a number of ways to process leads. Leads can be processed by using one of the three Actions provided.

Email

Leads can be responded to via email in your Leads Inbox. Emails sent from your Leads Inbox will contain your employee signature and sent from your standard email so any replies will come directly to your inbox. Emails sent from your Leads Inbox will also be added to the history for that lead.

You can find out more information about employee signatures mentioned above by going to Updating Employee Signatures.

When emailing a Lead you can choose to send your email and keep the lead as In Progress, or choose to Send & Make Completed so that the lead is marked as completed once the email is sent.

Phone

If you choose to contact your Lead via phone you can add a Phone note directly to the Lead in your Leads Inbox. Phone notes added to Leads will appear as part of the history for that Lead.

When adding your phone note you can choose to save the note and keep the lead as In Progress, or choose to Save & Make Complete so that the lead is marked as completed once the note has been saved.

Complete

Choosing the complete option will mark the Lead as completed without any further actions taken. If you would like to mark the lead as In Progress you can do so by changing your filter to Completed then clicking the Make In Progress button.

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