Understand the 4 views
All: every lead (e.g., 245 total).
Open: leads without any of these tags: Working, Qualified, Not Qualified (e.g., 228).
Working: leads tagged Working Lead.
Qualified: leads tagged Qualified.
Not Qualified: leads tagged Not Qualified.
You can also see each lead’s tags in the right-side panel.
Use the views to triage
Click Open to see untouched/un-tagged leads.
Click Working to see leads you’re actively chasing.
Click Qualified or Not Qualified to see finalized decisions.
Mark a lead as “Working”
Open a lead (e.g., JoshTest18).
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Scroll to Tags → add Working Lead.
This means you’re in back-and-forth, still gathering info, or trying to reach them.
Verify it appears in the Working view
Go back to the lead list.
Click the Working tab; the lead should now be listed there.
Promote or disqualify when ready
When a lead is ready, add Qualified.
If it’s not a fit, add Not Qualified.
Removing those tags will return it to Open (if no other status tag remains).
Keep “Open” clean
Regularly tag new/untouched leads so Open stays a quick to-do bucket.
Use Working to track active follow-ups; move to Qualified/Not Qualified once decided.