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How to Manage New Leads

Erica McGarvey avatar
Written by Erica McGarvey
Updated this week

Whenever a new lead lands in your account—whether through a client referral or one of your personalized landing pages—we’ll notify you via email and add the lead to the New leads key client list, as shown below.

🚨Best practice: Click on their name to review their data and consider sending an email introducing yourself or a personalized video message. Learn how to send a video message HERE.

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