Skip to main content

How do I see my leads?

Find out how to open the Leads section in the CRM and view your personal queue of enquiries awaiting action.

J
Written by Josh

Opening the Leads section

Leads is listed under the Sales group in the left-hand navigation. Select Leads to open the queue.

Your queue

When you open Leads you will see Your queue — a list of enquiries assigned to you that require action. A number badge next to the heading shows how many leads are waiting.

Each entry in the queue displays:

  • The lead's name (first and last name from the original enquiry)

  • How long ago the enquiry arrived (for example, "3h ago" or "2d ago")

  • A status badge showing where the lead is in the workflow (see What do the different lead statuses mean? for a full explanation)

Selecting a lead

Click any lead in the queue to open it in the detail view on the right-hand side of the screen. The selected lead is highlighted with a blue border so you can see which one is active. The URL updates to reflect the selected lead, so you can bookmark or share a direct link.

Empty queue

If your queue shows "Queue clear — every lead is resolved", there are no leads currently needing attention. New enquiries will appear here automatically as they arrive.

Adding a lead manually

The + button at the top of the queue lets you add a lead manually. Use this if you need to log an enquiry that came in through a channel not connected to the portal feed (for example, a telephone call).

Did this answer your question?