Mobile AppLead Tracking
How to Track Leads Effectively on Mobile
Manage your prospects from your phone
Keep your pipeline organized by updating lead scores and applying custom tags.
Steps:
- Navigate to the Leads section and tap on a specific lead’s name.
- On the contact profile, tap Manage within the Lead Info card.
- Set a Lead Score: Tap a number from 1 to 10 to rank the priority of the lead.
- Apply Tags: Select from existing tags (like "Hot Lead") or tap Create New Tag to make a custom one with a unique name and color.
- Tap Save to update the profile. You will see a success message once the info is updated.