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leads3 min read

Leads Overview

Leads help your team keep track of business opportunities created from conversations.

Hero image path: /help/leads/leads-overview-hero.png

Hero image path: /help/leads/leads-overview-hero.png

Why leads matter

A lead keeps the opportunity visible even after the conversation itself moves on.

This is useful when sales or service teams need a clear follow-up workflow.

Leads list or overview screen.

Leads list or overview screen.

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