Engaging with leads

You scanned the lead, you qualified them, you noted what was said — now what? This section covers the engagement actions that turn a captured lead into the next step: a meeting on the calendar, a piece of content in their inbox, a quick text follow-up.

Articles marked have a video walkthrough embedded at the top.

Articles

• How to engage leads from the app — the menu of in-app engagement actions

• How to book meetings — book a Calendly, Chili Piper, or native calendar meeting on the spot

• How to share content from the app — send a one-pager or case study to a lead during the conversation

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Related:

• For automated follow-up that fires hours or days later, see Pulse

• For the lead-side workflow, see Working with a lead

• For where engagement activities land in your CRM, see Finding Mobly activities in your CRM