Open the Details Tab
In the upper-right corner of the inbox screen, click on the "Details" tab next to the "Ask Rev" tab.
Edit Lead Properties
Update any contact property (e.g., name, email, phone, or custom fields).
Change the assignee responsible for the lead.
Add or remove the lead from specific lists or campaigns.
Adding a New Lead
If the sender isnโt already a lead, click the icon next to their name to quickly add them as a new lead in the system.
Customize Lead Property Preview
To adjust the quick preview of lead properties, click the settings cog in the lead details section and choose which fields to display.
By managing lead details from the inbox, you can keep your lead data organized and up to date, all while staying in your workflow!