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Precious Leads
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Introduction
Getting Started
Core Concepts
Precious Leads Hierarchy
Roles and Permissions
Leads
Statuses
Custom Fields
Working with Leads
Create and Edit Leads
Filter and Sort the Lead List
Customize Your Columns
Assign Leads
Update Lead Status
Bulk Actions
Notes
Contact a Lead
Activity Timeline
Coming soon
Kanban Board
Move and Add Leads
Customize the Board
Import and Export
Import Leads from CSV
Export Leads to CSV
Categories and Pipelines
Manage Categories
Statuses
Custom Fields
Lead Distribution
Administration
Business Settings
Invite Team Members
Manage Roles and Access
Security Verification
Your Account
Account Preferences
Switch Organizations
Integrations
Inbound Webhooks
Zapier
Billing
Coming soon
Billing Overview
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Customize the Board
This guide is under construction.