Before you begin
Open Contacts or Leads from the sidebar at /dashboard/leads. Real estate workspaces use Contacts. Other industries use Leads. The URL can still say /dashboard/leads because the underlying record type is shared.
Main views
- Table view — scan records, columns, filters, groups, and quick actions
- Board view — move records by stage
- Detail page — review profile, timeline, stage, assignee, and actions
- Smart queues — focus on records that need attention
- AI Mode — filter in plain English
What each record contains
- Timeline — email, SMS, calls, notes, form submissions, cadence steps
- Actions — compose, text, log call, enroll cadence, ask Flow scoped to this record
- Assignee and stage — update per your role permissions
- Source — shows where the record came from, such as manual add, form, import, Meta, or inbox
- Linked work — meetings, tasks, deals, listings, documents, or transactions when available
What you should see
You should be able to find a person, understand who owns the next step, see the record history, and choose whether to call, email, text, schedule, enroll, assign, or update stage.
Common issues
- Wrong label — real estate workspaces should say Contacts; other industries should say Leads
- Cannot edit — you may not own the record; ask an admin to reassign it
- Duplicate warning — review merge suggestion instead of creating a second record
- Record missing — clear filters, groups, and smart queues before assuming it is gone