Manage leads — filters, sync & CRM fields

Find and filter leads

In Pipeline and Lead Inbox:

Filter	Typical use
Stage	Only Qualified or Proposal
Owner	My leads vs. team
Tags / score	Hot leads or nurturing
Channel	WeCom-only for CN team
Stagnant	No activity for X days

Save combined filters as a Smart List.

Bulk actions: Select multiple leads → change stage, tag, or owner together.

CRM fields in the lead drawer

CRM tab (or equivalent area in the drawer):

• Stage and deal value
• Company and contact (sync prerequisites)
• Campaign label for reporting
• Preferred language for follow-ups
• Notes and AI summary

Before sync: company is clear, contact is usable, stage is at least qualified.

CRM synchronization

1. Open the lead in the drawer and check fields.
2. Choose Sync (HubSpot, Pipedrive, or Salesforce).
3. Check status on the lead — link to CRM record when configured.

Setup: Configure CRM sync.

Team routine

• Weekly: stagnant leads in Today / attention list
• After calls: update stage and note
• Before month end: secure open closing soon deals (Secure the deal)