Guide · Lead Management
How to Manage Leads, Assignees and Next Steps
Review lead context, assign the right teammate and keep the Current Next Step clear.
A lead is easier to handle when the context, the Assignee and the Current Next Step are visible together.
What you'll do
- Find the lead.
- Review the context LeadArivo is holding.
- Choose an Assignee when the lead needs one.
- Read the Current Next Step before you leave the record.
01Open Leads
Open the Leads workspace.
02Find the lead
Use the search and filters on the screen.
You may be able to narrow the list by source, status or qualification. Use the filters you see.
03Review the lead context
Depending on the lead, LeadArivo may show the source, intent, a lead summary, score, qualification and the Assignee.
04Choose the Assignee
When the lead needs a person, choose the Assignee.
The person responsible for the lead is the Assignee.
05Read the Current Next Step
The Current Next Step tells the team what should happen next for this lead.
Product Mind can contribute understanding and reasoning. It is not a separate chatbot, not a second record, and not a competing next step.
06Open the full lead
Open the lead to review the rest of the context and the actions available on that record.
How to know it worked
The lead has useful context, an Assignee when one is required, and a clear Current Next Step.
Continue with How to Manage Conversations and Replies in LeadArivo.
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