Last updated: January 29, 2024
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 begin importing and managing your leads navigate to the leads tab, navigate to Sales > Prospecting and click the Leads tab.
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:
You can change the Leads feature 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:
Once you have imported your leads, you can view a list of your leads on the Leads tab. Target accounts will be labeled.
Users with super admin permissions or View Prospecting 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.
To filter your leads, click the filters at the top of the table.
To edit the information that is displayed in the table, click Edit columns.
To review your leads and take action:
Learn more about using the prospecting workspace.