Manage leads and one-to-one messages

Organize leads

• Review why the person was collected and the evidence attached to the lead.

• Update the status, notes, tags, or assigned owner.

• Add the lead to a list when you want to use that list as a campaign audience.

Prepare a message

1. 1

   Open Messages and select a lead that needs a draft or follow-up.

2. 2

   Generate a draft or write your own message.

3. 3

   Check every personal claim against the saved source evidence.

4. 4

   Edit the message, then copy it, send it through a healthy connection, or mark it as sent manually.

Keep personalization accurate

If important context is missing, update the lead or business profile instead of adding an unsupported claim.