The leads list
What this page is — the leads table: the screen most people have open all day, with its ten
The lead board
What this page is — the kanban view of leads, one column per status, where dragging a card moves
The lead record
What this page is — the full record for one lead: identity, ownership, qualification, custom
Working a queue
What this page is — the Queues tab of the leads list, where an agent takes the next lead from a
Lead settings
14 items
Activities, notes and calls
What this page is — the four engagement tabs on a lead record: Activity Log, Comments, Emails and
Import and export
What this page is — how to load leads from a spreadsheet, and how to get them back out.
Bulk actions
What this page is — the actions that apply to many leads at once: assign, update, change status,