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How to add New Lead?

Bulk upload leads from an external source such as a CSV file

How to Import Leads?

Export leads to a CSV file for external use or backup.

How to export Leads?

Use various criteria to narrow down the list of leads.

How to filter Leads?

Easily update lead details directly from the Lead Card.

How to Quickly Edit Lead Info

Allocate a lead to a specific agent or team member for follow-up

How to assign lead to agent/team member?

How to Change the Lead Stage/Status?

How to Create a New Submission for Leads

Automate Reminders to the Customers and team members

How to Add Reminders to Leads/Team

How to Assign a Lead to a Group?

keep your leads database clean and focused

How to Delete a Lead?

Efficiently manage and track leads with customizable pipelines and automated workflow.

Manage Leads

Find answers and get help from Intercom Support and Community Experts

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