Use the request list and lead detail page to follow a lead from first contact to a decision.
Find and filter leads
Open Requests from the left navigation.
Enter text in Search... to narrow the list.
Select Filter to add filters such as Status, Created Date, Billable, Accepted, or Declined.
When available, also filter by department, seller, or tags.
Use Views to save or return to a useful table setup.
Select a lead row to open it.
The list normally shows the newest leads first. Users restricted to their own leads see only leads connected to them.
Update a lead
Open the lead from Requests.
Change Lead Title and select Save if the title needs updating.
Add or change the Customer and your company's contact person.
Select Edit on the form section, update the service information, then select Save.
Change Status, Department, or Tags as the lead progresses.
You can also use Assessment to plan a customer visit, add internal notes and attachments, review related quotes or orders, and communicate with the customer.
Archive leads
From the list, select one or more leads with the checkboxes, choose Archive, and confirm. From an individual lead, select More Actions, then Decline Lead, and confirm.
An archived or declined lead receives the declined status and its details become read-only.
Delete leads
From the list, select one or more leads, choose Delete, and confirm. From an individual lead, select More Actions, then Delete Lead.
Deletion cannot be undone. Archive the lead instead when you need to retain its history.