How to Track Leads Effectively on Mobile

Keep your pipeline organized by updating lead scores and applying custom tags.

Steps:

1. Navigate to the Leads section and tap on a specific lead’s name.

2. On the contact profile, tap Manage within the Lead Info card.

3. Set a Lead Score: Tap a number from 1 to 10 to rank the priority of the lead.

4. 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.

5. Tap Save to update the profile. You will see a success message once the info is updated.