Fill in details on your lead and update the status of your box while reading or drafting an email.
Edit the box name
Click on the box name to edit it in the sidebar. To navigate to a box, click the arrow icon at the top right of the sidebar.
Change the stage of a box
Stages represent a step of your pipeline's workflow. A box typically changes stages when you reach a new milestone, like contacting a lead or scheduling a demo.
To change the stage of a box from the sidebar, click on the current stage banner and select the new stage from the dropdown menu. This change will reflect in your pipeline as the box moves to the newly selected stage.
Edit column data
Keep your pipelines up to date as you learn more information about your leads. Click any of the custom column fields to add or update information.
Document interactions and add to your box
The sidebar action menu brings functionality right to your inbox so you can get straight to the actions you need to perform. Click the blue "+" button at the bottom of the sidebar to access the menu options.