CRM Leads Inbox Overview

CRM Leads Inbox Overview

The Leads Inbox is where you can view new leads, manage your leads, and nurture leads as they move through your sales funnel. The Leads Inbox is useful for companies that have a longer selling cycle, or who simply want a designated space to manage their leads before adding them as a Contact within their CRM. 

To navigate to your Leads Inbox, first navigate to your CRM, then click the Leads Inbox tab. 

In this guide:

 

Leads

Use the Leads page to view new leads, search for leads, manually add leads, bulk edit leads and filter leads. There are also quick-action buttons to quickly call or email a lead, or archive a lead to the Archived table. 

Click on an individual lead to go into their Lead Profile where you can manage their details, assign tasks and view their history. When a lead has turned into a paying customer, you may add them as a contact to add them to your CRM Contacts Table. 

Learn more about managing your leads in the Leads Inbox.

 

Archived

The Archived page is where you can view all your Archived leads. Archiving a lead is a great way to save that lead’s information for future reference if they are not likely to convert right away. 

You can restore an archived lead to the main Lead’s table by clicking on the restore button. 

 

Marketing 360 Forms

The Marketing 360 Forms page is where you can manage your Marketing 360® Forms, set up form field mapping and submission rules, and enable/disable forms from creating new submissions. 

More information on how to manage your Forms in the new Leads Inbox can be found in this support guide. 

 

Call Tracking

The Call Tracking page is where you may add a tracking number, edit your tracking number’s field mapping and submission rules, and click to view all calls associated with a tracking number. 

Learn how to setup a Call Tracking source for your Leads Inbox in this support guide. 

 

Local Service Ads

Google's Local Service Ads (LSA) connects local service businesses with customers searching for services in their area by running pay-per-leads ads in Google Search and Google Maps. You can manage your LSA leads here in the Leads Inbox.

Learn more about managing Local Service Ads leads in this support guide.

 

Manual Sources

Manual sources let you manually define a "source" for how a contact found you. If you have a billboard ad on the interstate, that's a source. If you use a form on your website that automatically creates contacts in your CRM, that's a source too! Stay in tune with the traffic sources that send you the best contacts with contact sources. Add a source for each way a new contact can come your way.

Click + Manual Source to name a source that you will manually assign to a contact.

 

Third-party sources

In this section, you can add and manage any third-party platforms that you use to generate leads. For example, an external form builder like Jotform or Mailchimp. You will want to connect those platforms to your CRM here, to ensure that any leads from those platforms populate in the CRM.

Learn how to connect a third-party platform to the CRM.

 

Zapier

Zapier is a tool that lets you connect third-party platforms to the Marketing 360® CRM (for platforms that don't connect to the platform directly). If you've connected Zapier to the CRM, then all leads from those sources will appear here.

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