Video lesson

Leads & CRM pipeline

8 min · View leads, update status, assign to team, add notes.

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Video coming soon

This lesson is being recorded. Use the checklist below and the written guide until the video is published.

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Steps in this lesson
  1. Dashboard → Leads
  2. Open lead detail — source badge (chat, form, etc.)
  3. Change status and assign owner
  4. Add internal notes