🔗 HubSpot KB Bridge: Manage leads
💡 Core Capability
After you have created leads, you can manage them from the leads index page or the sales workspace. Create custom filtered views of leads to organize your prospecting efforts. You can create new leads, edit existing leads, or delete leads as you work through your sales prospects. To deactivate or rename the leads object, learn how to manage your CRM object data model.
🛠️ Key Operations & Headings Outline
- Before you get started
- Manage leads on the leads index page
- View leads on the leads index page
- Edit and delete leads from the leads index page
- Manage leads in the sales workspace
- View leads in the sales workspace
- Create and edit a saved view
- Edit and delete leads in the sales workspace
- Related content
📋 Subscription Availability
- Sales Hub Professional, Enterprise
🔗 WayCup Operations & Workspace Context
- Active Projects & Client Notes:
- WayCup Playbook Relevance: High relevance to aligned client deliverables and custom configurations.
TIP
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