Use the Sales Pipeline lead card as your daily workspace for reviewing activity, recording notes, managing follow-ups, and moving an opportunity forward while keeping the lead's history in one place.
Before you start
Know which inquiry needs attention and check whether another employee or campaign already contacted the person.
In Releventful
Click Pipeline in the top bar. Use the brand selector and filters to find the lead, then click its card.
Read Overview and Activity for the current stage, latest reply, and any campaign activity. Open Tasks, Notes, and Files for outstanding work and shared material.
Click Edit Lead to correct contact information and click Save. Use Quick Actions > Edit Sales Info to change the owner, source, or stage, then click Save Sales Info.
For follow-up, open Tasks > Add Task, enter the work and due date, then save the task. For context, open Notes > Add Note, write the note, then click Add Note.
Use Quick Actions > Send Sales Email when a personal response is needed. Check the recipient and conversation, then click Send. Return to Activity to verify it appears.