Lead Management

Lead Management keeps every lead in a single workspace with inline editing, bulk operations, organization tools, and per record notes, documents, and follow ups.

How it works

Leads enter the workspace manually, through CSV or XLSX import, through the API, or through the Lio integration that syncs LinkedIn sourced leads. Every column in the lead list is editable in place, saving the moment you click away. Bulk operations apply update, assign, and delete across many records at once. Each lead record carries its own notes, documents, and follow up reminders, so context stays with the lead as it changes hands.

Key capabilities

• Inline editing on every field, including status, owner, email, phone, score, tags, and custom fields.
• Bulk update, bulk assign, and bulk delete across selections made by checkbox or filter.
• Custom fields for structured attributes, tags for ad hoc grouping, and lead groups for targeting a campaign segment.
• Automatic duplicate detection across email, phone, name, and company, with a two click merge that preserves notes, tags, documents, and follow ups.
• Lio LinkedIn integration that imports leads with profile, company, and source attribution already populated.
• Notes, document attachments, and follow up reminders on every record, with reminders surfacing in the assignee's dashboard.

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