PeopleOS Help Center

Sales

Create and manage leads

Add, find, view, and edit leads, and use lead filters and quick actions.

What this does

Create, search, filter, and review leads in Leads. Open a lead for its details and timeline, or edit its fields.

Steps

  1. Select Add Lead and enter the lead details, then select Save Lead. Use Save & Add Another to continue entering leads.
  2. Search by company, contact, phone, email, or owner. Filter by stage, owner, source, follow-up, or date range; use Import Leads to import a file.
  3. Select a lead to open its quick view. Use More to edit the lead or review its stage and actions; save changes from the edit page.

Result

The lead appears in the Leads list and its quick view shows contact details, next action, and activity timeline. Continue with Lead stages and actions.

Related/Next guide: Lead stages and actions.

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