Start from Inbox
Open the conversation that contains the lead-worthy inquiry.
Check that the customer context and intent are clear enough to save as a lead.
Conversation with create lead action.
leads•3 min read
Create Lead from Conversation
When a conversation shows real interest, create a lead so the next human step is structured and visible.
Save the lead
Create the lead and confirm key details such as name, contact, and context.
A useful lead record should make the next sales action obvious.
Create lead panel or modal.