Create a lead — Inbox, form & Smart Lists

From Lead Inbox

1. Open Lead Inbox in the sidebar.
2. Select an unread message (WeCom, WhatsApp, email).
3. Click Create lead or assign an existing lead.
4. In the form, fill at least:
   • Contact (handle, email, or WeCom ID)
   • Company
   • Message / context (original request)
5. Optional: campaign label, language, owner.
6. Save — the lead appears in Inbox and Pipeline.

WeCom first touch: China GTM — first contact.

Other paths

• CSV import: Import leads with CSV
• CRM sync: synced contacts land in the inbox automatically (CRM sync)

Smart Lists — saved filters

Smart Lists remember filter combinations (stage, tags, score, channel, owner).

1. In Pipeline or Lead Inbox, set filters (e.g. stage Contacted, score ≥ 70).
2. Click + Save in the Smart Lists area.
3. Name the list (e.g. “Hot DE Q2”).
4. The Smart List appears as a chip — one click reloads the same view.

Good practice: 2–3 lists per sales role (e.g. “My open”, “Ghosting 7d+”, “Closing soon”).

Right after creation

• Set stage to at least New or Contacted
• Run Analyze for AI score when there is enough context
• Assign a follow-up date or sequence (Qualify → pipeline)