Work leads in your pipeline
Move prospects from New to Won. Use the board view, the list view, and the lead pages. · 4 min read
Add prospects to your pipeline
Open LeadDaily. Click Add prospects to move people from your daily reports into your pipeline. Each person becomes a lead that you can work.
Board vs. list view
The Board view shows your pipeline as columns. The columns are New, Contacted, Replied, Meeting, Won, and Lost. Drag a lead forward to the next stage as the relationship grows.
The List view shows everything as a table that you can sort. Click any column heading to sort the table. Use the Columns menu to choose the fields that you see. LeadDaily saves your choices.
Inside a lead, use the ▲ and ▼ arrows to move to the next lead. You can also use the up and down keys on your keyboard. You do not need to go back to the list.
The lead page
Each lead has everything in one place. You see the contact details, why the lead fits, and your outreach drafts. You also see an activity timeline, tasks, tags, and the full email history. The email history appears after you connect your inbox.