Leads: the sales pipeline

Engage → Leads (/app/leads) is a simple sales board: the contacts your team decided are worth following up, arranged by stage.

Before you start

A lead is always made from a contact. Owner, Admin and Editor can create leads and move them; Reviewer and Viewer can look. The inbox-only Agent role cannot open Leads.

Step by step

1. Go to Contacts, open the person and press Promote to lead. The contact now shows Lead · New.
2. Open Leads. The header shows [n] leads (1 lead for one): every lead of the workspace, or of the filters you chose.
3. Each column is a stage with its count. Each card shows the platform, the contact's name, the intent score if one was run (point at the number to read Intent score: [n] of 100), and via ... when a source was recorded. On a computer or tablet each column scrolls on its own, so the board fits the window; when the columns are wider than the window, scroll the board sideways (a fade at the edge shows there is more).
4. Owner: choose the team member who follows this lead up, or No owner. The list holds only members who can work leads: Owners, Admins, Editors, and Reviewers or Viewers given Manage contacts on Members. Agents are never in it (they cannot open Leads), and an owner outside this rule is refused. Value is under it, so both have the card's width.
5. Value: type what the deal is worth (a number, no currency sign). In English and Arabic 4500, 4,500 (the way the card shows it), 4500.50, 12,5 (a decimal comma), Arabic digits and ٤٬٥٠٠ all work: a comma followed by groups of three digits separates thousands, otherwise it is the decimal point. In a language that writes numbers as 1.200,50 (German, Spanish, Portuguese, Turkish, Indonesian and others; the card shows them that way too; French groups with a space, as in 1 200,50, which works too) a point followed by groups of three digits separates thousands and the comma is the decimal sign: 1.200 is one thousand two hundred and 1.200,50 is 1200.50. It is saved when you leave the field or press Enter. To remove a value, empty the box and leave it. A negative number, separators in the wrong place (1,20,0) or anything that is not a number is not saved: the box turns red with Enter a number of 0 or more, or empty the box to clear the value. under it. The largest value is 9,999,999,999.99; a bigger one shows Too large: enter a value of 9,999,999,999.99 or less. What you typed stays in the box until it is saved, also when saving fails. Saving a Value or an Owner keeps the card where it is on the board and keeps your place: the keyboard focus stays where you were going, and a screen reader hears, for example, "Value saved for Sara."
6. To move a lead, choose a new stage in the menu on its card (Move lead to stage). The board reloads. While a change is saving only that card's menus are paused; if it cannot be saved, the reason appears in red on that card (also on a phone, where the board is a long page), and the other cards can still be changed. With a keyboard, the menu of the moved card keeps the focus in its new column, and a screen reader hears the move, for example "Sara Ali moved to Qualified."
7. Open contact ↗ opens the person on the Contacts page, with their conversations and history.

Reviewers and Viewers see Owner: name and Value: n on the card instead of the menus, and no stage menu.

Filter and page the board

• Owner (above the board): Everyone, No owner, or one member — the board then shows only their leads, and the counts follow.
• Source: All sources, No source, or one source such as Facebook lead form.
• A column shows its newest 100 leads first; its count in brackets is the real number. Show more ([n] more) at the bottom of the column adds the next 100.
• No leads match these filters. means nothing fits; set Owner back to Everyone and Source to All sources.

The stages

• New — just promoted.
• Engaged — you are in conversation.
• Qualified — a real opportunity.
• Converted — they bought or signed.
• Lost — it did not happen.

A lead cannot be deleted from this board; move it to Lost instead. Erasing the contact (Owners and Admins, see Contacts) removes the lead card too.

Good to know

• The intent score comes from AI: score intent & suggest reply on the contact's page and is updated each time you run it.
• Facebook lead forms (coming soon): once they open, a lead from an Instant Form on your connected Facebook Page lands here by itself in New, marked via Facebook lead form, with the person's name, phone and email; Open contact ↗ shows every answer in the notes. When the number or email is already in Contacts (for example a WhatsApp customer), the lead lands on that person instead of a new card, and a person who already has a lead keeps that one. Until then such leads stay in Meta. See Facebook Pages.
• An empty board says No leads yet — Open a person on the Contacts page and press Promote to lead. People who write to you in the Inbox are in Contacts too., with a Contacts button that opens the Contacts page and an Inbox button. If the board cannot be loaded (the connection or the server failed), the page says We couldn't load this page with the reason and a Try again button instead of the board; press it to load the board again. A change that fails later, over a board already on screen, is said on that card or in a red line above the board.

Related

• Contacts
• The inbox: a tour of the screen