Manage leads

After you create leads, depending on your permissions, you can manage leads from the leads summary (BETA) or the sales workspace. You can view, filter, edit, delete, and complete actions for your leads like sending an email or calling them.

View a lead page

You can view leads that are associated to a contact or company from the sales workspace or the leads summary (BETA).

View leads in the sales workspace

If you have an assigned Sales Hub seat and a Super Admin has given you access to the Leads tab, you can quickly and efficiently manage leads within the sales workspace. 

• In your HubSpot account, navigate to Workspaces > Sales. Click the Leads tab.
• Target accounts will be labeled. 
• Users with Super Admin permissions or View sales workspace as another user permissions can view all leads (including unassigned leads). To view all leads, click the Actions dropdown menu and select View all leads.
• On the left, click the sidebarCollapse Expand icon to view a sidebar of preset views. To change the view, click the Preset view you'd like to view. For example, you can click Not in sequence to view leads that aren't in a sequence.

• To change pipeline, click the pipelines dropdown menu and select the pipeline you want to view, or select All pipelines.
• To filter your leads, click the filters at the top of the table. Cilck Advanced filters to further customize your filters.
• To edit the information that's displayed in the table, click Edit columns.
• Click the lead name to view the lead.

View leads in the leads summary (BETA)

• In your HubSpot account, navigate to CRM > Leads.
• To filter your leads, click the filters at the top of the table. Cilck Advanced filters to further customize your filters.
• To edit the information that's displayed in the table, click Edit columns.
• Users with Super Admin permissions can click the lead name to view the lead.

Edit and delete leads

Depending on your permissions, you can edit and delete leads. After a lead has moved to Qualified or Disqualified, only a Super Admin can edit the lead stage.

Edit and delete leads from the sales workspace

If you have an assigned Sales Hub seat and a Super Admin has given you access to the Leads tab, you can edit and delete leads from the sales workspace. 

• In your HubSpot account, navigate to Workspaces > Sales. Click the Leads tab.
• Click the lead you want to edit. In the right panel, click the edit pencil icon or value to edit properties. Click Save. Learn more about viewing and editing individual records.
  
• To delete leads, you also need Bulk delete permissions. To delete leads, select the checkboxes next to the leads you want to delete, and click deleteDeleteDeleteDelete Delete. In the pop-up box, confirm how many leads you want to delete and click Delete.
• To bulk reassign leads, you also need View Sales Workspace as another user permissions. To reassign leads, select the checkboxes next to the leads you want to reassign, and click Assign. In the pop-up box, click the Lead owner dropdown and select a lead owner. Then, click Update.
• To enroll the contact associated with the lead in a sequence, select the checkboxes next to the leads you want to enroll, and click sequencesEnroll in a sequence. In the pop-up box, select the sequence. Continue enrolling your leads in the sequence.
  
  

Edit and delete leads from the leads summary (BETA)

If you have Super Admin permissions, you can edit and delete leads from the lead summary.

• In your HubSpot account, navigate to CRM > Leads.
• To reassign leads, select the checkboxes next to the leads you want to reassign, and click Assign. In the pop-up box, click the Lead owner dropdown and select a lead owner. Then, click Update.
• To edit leads, select the checkboxes next to the leads you want to edit, and click Edit. In the pop-up box, click the Select a property to edit dropdown and select the property you want to edit. Depending on the property, another field will appear below. Enter the desired changes in the field. Then, click Update. You can also edit lead properties from the right panel. Learn more about viewing and editing individual records.
• To delete leads, select the checkboxes next to the leads you want to delete, and click Delete. In the pop-up box, confirm how many leads you want to delete and click Delete.