DocumentationLeads
Leads are the contacts in your workspace. They power Inbox, Broadcast, tags, and CRM fields.
Open Leads
Dashboard → Contacts → Leads (/dashboard/leads).
Lead data
Each lead may include:
- Platform username and source (Instagram, TikTok, Messenger)
- Tags and notes
- Status (e.g. open vs done)
- Email and phone (CRM)
- Inbox folder assignment
- Trigger keywords from automations
Actions
- Search and filter by platform, tag, or status.
- Edit CRM fields (also available inside Inbox).
- Export or sync to external tools where your plan allows (e.g. Sender.net export from Inbox).
- Block a lead when needed.
Workspace scope
Leads belong to the active workspace. Team members see leads according to their role (owners/admins see all; agents may see assigned conversations only when configured).