Manage leads in the prospecting workspace (BETA)

After you set up your leads, within the prospecting workspace, you can quickly and efficiently manage your leads from the Leads tab. You can easily review your leads and their current status, last activity, and next activity. You can also schedule the next activity or perform an activity (e.g., call, email, enroll in a sequence, etc.) from one place.

To navigate to the leads tab, navigate to Sales > Prospecting and click the Leads tab.

Import Leads

Managers with property edit permissions must first configure the Leads feature. To configure the Leads feature and import the leads you want your reps to work:

• On the Leads tab, click Start using Leads.
• In the Which contact lifecycle stages do you want us to pull leads from? dropdown menu, select the lifecycle stages you want to import. 
• In the That entered the above stage(s) dropdown menu, select your desired timeframe for when these contacts entered the lifecycle stages selected above.
• Click Pull in leads.

• In the Bring leads into prospecting automatically section, review your settings. 

• Click Next.
• Click Done.

You can change the Leads setup at any time if you navigate to the Leads tab, then, in the upper right corner select Actions > Open settings. 

Reps without property edit permissions will also need to configure the Leads feature. Reps must be assigned as the owner of the leads they want to pull in. To import your leads: 

• On the Leads tab, click Pull in leads.
• In the Which contact lifecycle stages do you want us to pull leads from? dropdown menu, select the lifecycle stages you want to import. 
• In the That entered the above stage(s) dropdown menu, select your desired timeframe for when these contacts entered the lifecycle stages selected above.
• Click Pull in leads.

• If the user with property edit permissions hasn't configured the feature yet, you can click Copy to copy the link, then send it to them so they complete the configuration. 

• Click Next.
• Click Done.

Manage leads

Once you have imported your leads, at the top of the Leads tab, there is an overview of leads that are newly assigned to you, leads you have attempted to connect with, leads you have connected with, and leads that you have determined were not a good fit but may still require some action. Below that, you can also find a list of all your leads.

To review these leads and take action:

• Click Follow up with leads and select a lead's name or select a lead's name from the lead list.
• In the right panel, an overview of the contact will be displayed.
• Here you can complete actions like sending an email, making a call, or enrolling the contact in a sequence by clicking the associated icon. If you perform an action like sending an email or making a call, the lead status will automatically be updated. For example, if you email a New lead, after sending the email, their status will be updated to Attempting.

• You can also review when you last contacted the contact and when their last engagement was. Additionally, you can see the last activity and the next activity. If the contact doesn’t have an activity scheduled for the future, you can schedule the next activity by selecting the Schedule next activity dropdown menu (you can also schedule the next activity directly from the leads list).

• Below that, you can review additional information like recent communications, notes, about info, deals, tickets, etc.

Learn more about using the prospecting workspace.