Clients (CRM)
Triage new leads
Review messages from unknown senders in the Inbox, then promote them to customers or dismiss them.
Some features roll out gradually. If you do not see this section in your dashboard, it is not enabled for your account yet.
When a message arrives from a sender who is not one of your customers, it lands in the New leads tab of your inbox. Triage keeps your customer list clean: only real prospects become customers.
How to triage a lead
- Open the Inbox and select the New leads tab.
- Open a lead to read the message.
- Choose one action:
- Promote to customer — the sender becomes a customer, and the conversation moves to your regular inbox.
- Dismiss — the lead is not a prospect. It leaves the pending list.
- Mark as spam — the message is unwanted.
Statuses
| Status | Meaning |
|---|---|
| Pending | A new lead that waits for your decision. |
| Dismissed | You reviewed the lead and dismissed it. |
| Spam | You marked the message as spam. |
Good to know
- Promoting a lead creates a full customer record. You can then add contact details, tags, and notes on the customer detail page.
- Leads come from your connected channels: Gmail and Instagram. Web form inquiries become customers directly, so they do not appear here.