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View your leads

Open the inbox of people who reached out from your card.

Task Open this screen
WhereLeads
Leads
Leads page with total, this month, new, and follow-ups due tiles above a searchable lead table
Follow-ups due is the tile that should read zero by the end of a working day.

  1. Open Leads in the sidebar.

  2. Search or filter the table.

  3. Open a row to read the full record.

Add a lead by handCreate a lead when you met someone offline.Scan a paper cardPhotograph a card, check the fields, then save a lead or a vCard.Capture leads at an eventGet ready before the doors open, capture contacts two ways on the floor, then work the list before it goes cold.