Summary:
Triply makes it easy to add, organize, and follow up with leads so you can convert them into loyal clients.
Steps to Access Leads:
Go to Leads from your Triply dashboard.
Use the + Add Lead button to create a new lead or Import Leads to bring in bulk records.
Click on any lead to view details, update their information, or track activity.
Use tags, filters, and pipeline statuses to organize your leads.
🔔 Tip: Update lead statuses regularly to keep your pipeline accurate.
Common Questions:
Q: Can I assign leads to specific agents?
A: Yes – when adding or editing a lead, select an Assigned Agent from the dropdown.