How to Keep your Leads Organized and Focused

Managing a high volume of leads can be overwhelming, especially when trying to prioritize those who are most likely to become clients. We've made lead management easier and more effective—so you can stay focused on your hottest opportunities.

Now you can take action on multiple leads at once with bulk actions. Select several leads and quickly:

Perfect for when you're cleaning up your pipeline or following up with a batch of prospects.

Leads that you’ve declined or who have confirmed they’re no longer interested will now be automatically removed from your lead list. This helps you keep your dashboard focused only on relevant and actionable leads. You can still see a full list of leads you have received from the Lead Detail report under the Reporting tab.

Not all leads are a "no"—some just aren't ready yet. You can now manually hide leads that you want to keep, but who aren’t ready to move forward. This creates a "holding spot" where you can keep those leads out of the way without losing them entirely. Use the Show Hidden option to view your hidden leads.

To hide a lead manually, click the checkbox next to their business name and select Hide Leads.
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Leads who haven't interacted in 30 days will now be automatically hidden (unless their status is still “new,” in which case they’ll remain visible at the top). This helps prevent old leads from cluttering your view.
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If a hidden lead messages you, or if you take action on them (message, invite, remind, etc.), they’ll automatically become visible again—so you never miss a revived opportunity.

These tools are designed to help you:

We’re here to help you fill your kitchen faster—with less clutter and more control.