To view your target leads, click on ‘Leads’ in the top menu bar.


Tip - To find a lead quickly, use the search bar on the top of the page.


Target leads are those who you’ve just added to the account but haven’t been vetted by your marketing teams as valid prospects. These leads haven’t been contacted yet.

The leads can be viewed based on the ‘Source Type' (uploaded, online, or manually dialed from the browser) and the 'Activities’(the tasks involved - call, email, webinar, or presentation) filters at the top right corners of the screen.

To edit, delete, or change the status of any of these leads, click on the three dots at the end of each lead’s row. 

You can also view qualified leads, lost leads, and leads won by switching between the tabs on top.