Working with leads

Day-to-day lead management in the Hub: updating lead info, applying qualifiers, viewing activity history, finding leads that need more info, moving leads between events, bulk imports and exports.

Articles marked have a video walkthrough embedded at the top.

Articles

• How to update leads in the Hub

• How to use qualifiers to manage leads

• Configuring qualifiers in Lead Settings

• Configuring lead scoring

• How to view activity history of a lead

• How to find leads that need more info

• Tracking missing leads — where the gaps come from

• How to move leads to the right event

• How to upload a CSV for enrichment

• How to export leads

• My Leads — the sales-rep view of the Hub

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Related:

• For capturing leads at events (mobile app), see The Mobly App

• For syncing leads to your CRM, see Integrations

• For reports across leads, see Dashboards and reports