Getting started
Your first lead, start to finish
Answer a new message and move the deal across your board.
Video: Your first lead, start to finish (0:47, with captions)
This takes about a minute. You answer one new message and move its deal on your board.
Steps
- 1Click Conversations in the left menu. New messages wait in the Unread tab. Click the newest one to open it.
- 2Read what they need. Type your reply in the box at the bottom. Choose how to send it, then press Send.
- 3Click Opportunities in the left menu. Every enquiry is a card on your board. New ones start in New lead.
- 4Drag the card to Contacted. Now your whole team can see this lead has been answered.
Check it worked
- Your reply shows in the chat.
- The card sits in Contacted.
What next
- Learn the inbox in The inbox.
- Save time with Quick replies.
- See more about the board in Using the pipeline.
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