Managing Your Leads

Navigate to: Leads

Lead Views

SalesKey offers two ways to view your leads:

Table View

A spreadsheet-style list of all leads with columns for title, value, status, source, assignee, and close date. You can:

Sort by any column (click the column header)
Resize and reorder columns
Filter and search

Kanban View

A card-based board where leads are grouped by status. Cards can be dragged between columns to update their status. Best for visualizing the flow of leads through your process.

Switch between views using the view toggle buttons in the top-right area of the Leads page.

Filtering Leads

Click the Filter button to narrow down which leads are shown:

Filter	Description
Status	Show only leads in a particular status (e.g., New, Qualified)
Source Channel	Filter by where the lead came from
Assignee	Show leads owned by a specific team member
Created Date	Leads created within a date range
Expected Close Date	Leads expected to close within a range
Labels	Filter by tag
Custom Fields	Filter by any custom field value

Click Clear Filters to reset to the full view.

Updating a Lead

Option 1 — Inline editing (Table View): Click a cell in the table to edit it directly.

Option 2 — Lead detail view: Click on the lead's title to open its full profile, then click Edit or the specific field you want to change.

Option 3 — Kanban drag-and-drop: Drag a card to a different column to update its status.

Adding Activities to a Lead

Logging your interactions keeps the lead history complete:

Open the lead's profile.
Go to the Activities tab.
Click + Add Activity.
Choose the activity type (Call, Meeting, Email, Task, Note).
Fill in the details and click Save.

All activities are automatically linked to this lead.

Adding Notes to a Lead

Open the lead's profile.
Go to the Notes section.
Click + Add Note and type your note.
Click Save.

Notes are internal and visible only to your team.

Archiving Leads

When a lead is no longer active but you don't want to delete it:

Select the lead(s) in the list (check the box) or open the lead.
Click Archive from the actions menu.

Archived leads are hidden from the main view but can be accessed by filtering for Archived leads. You can restore archived leads at any time.

Deleting Leads

Select the lead or open it.
Click Delete and confirm.

Deleted leads can be restored by an administrator from Settings > Restore (within the retention window).

Bulk Actions

Select multiple leads using the checkboxes, then use the Bulk Actions menu to:

Change status for all selected leads
Assign to a team member
Add a label
Archive selected leads
Delete selected leads

Converting a Lead

When a lead is ready to become an active sales opportunity, convert it to a Deal. See Converting a Lead to a Deal.