Organize conversations

Open a conversation’s contact details to organize it. What you set belongs to the person, so your whole team sees it in the inbox, the pipeline and lead lists.

Tool	Use it to
Tags	Label people, for example by interest or source. A person can have many tags
Status	Put the person in a pipeline stage. A person has one status at most
Deal value	Record what the person is worth to you. It adds up in the stage total on the pipeline
Assignee	Give the conversation to a teammate
Notes	Keep details about the person in their contact details
Private note	Write a note inside the conversation for your team. The lead never sees it

To create a tag or status from a conversation, type its name and select Create. Manage them all in Settings → Tags and Settings → Statuses. To let an AI agent answer a conversation, select Assign to agent. Select Assign to you to take it back.

Overview

Getting set up

Inbox

Leads

Campaigns

Organize conversations