Manage Leads

View, update, and convert leads as you build your pipeline.

  • Lead Intelligence View
    View lead activity and engagement metrics, see insights, take action, and update records all in one place in the Lead Intelligence View.
  • Leads List View Home
    Click the Leads tab to show the Leads List View or the Lead Intelligence View. Use the Leads List View to see a basic list of leads without advanced filtering or insights. For an enhanced view into leads, use the Lead Intelligence View.
  • Display and Edit Leads
    Display, edit details, and share leads.
  • Converting Leads
    After you qualify your leads, convert them to contacts, accounts, and opportunities.
  • Merge Duplicate Leads
    Keep your records clean and free of duplicates so you can reach more customers and maintain better relationships with them.
  • Reassign Leads from a Queue
    Accepting leads from a queue is an easy way to reassign leads to yourself.