How to Use the Leads Inbox in the Marketing 360 Mobile App

Using the Mobile App Leads Inbox

The Marketing 360® Mobile App includes a Leads Inbox to help you manage your potential customers while you are on the go.

Before you start, make sure you set up your tracking sources on a desktop computer. This includes your Call Tracking sources and your website Forms.


Open the Leads Inbox

Open the mobile app and tap the Leads Inbox icon in the lower-left corner of your screen.
Screen_Shot_2022-10-26_at_11.52.50_AM.png


Search, Filter, and Add Leads

Use the tools at the top of the Leads Inbox page to organize your workspace:

  • Search: Use the search bar to find a specific lead by name or details.

  • Filter: Tap the filter icon to change which leads you see.

  • Add New: Tap the + (plus) button in the top-right corner to enter a new lead manually.
    Screen_Shot_2022-10-26_at_11.54.00_AM.png


Add a Lead Manually

  1. Tap the + button in the top-right corner.

  2. Enter the lead’s information into the blank fields.
    Screen_Shot_2022-10-26_at_11.55.01_AM.png

  3. Tap Save.

The app will create the lead and automatically give it a New status.
Screen_Shot_2022-10-26_at_12.05.07_PM.png


Understand Lead Statuses

When you open the Inbox, you will land on the main Leads page. This page shows a quick overview of your prospects, listed from newest to oldest.

  • New Leads Metric: This counter shows how many leads are waiting for your review. A lead stays "New" until someone opens its profile.

  • Viewed Status: As soon as you tap and open a lead's profile, its status automatically changes from New to Viewed.


View a Lead Profile

Tap any lead's name from the list to open their complete profile. Inside the profile, you can view form submissions or listen to call recordings.


Use Quick Actions

Use the buttons at the top of the profile to contact the lead instantly or create a reminder.
Screen_Shot_2022-10-21_at_1.53.55_PM.png


Manage Tasks

  1. Scroll down to the bottom of the lead's profile.

  2. Tap Manage Tasks.
    Screen_Shot_2022-10-21_at_1.55.04_PM.png

  3. Use the top filters to switch between Incomplete, Complete, or All Tasks.
    Screen_Shot_2022-10-21_at_1.56.34_PM.png


Save a Lead as a CRM Contact

When a lead qualifies as a real business opportunity, convert them into a permanent contact in your CRM. You can do this in two ways:

  • Method 1: Go to your main Leads list, swipe left on the lead's name, and select Save Contact.
    Screen_Shot_2022-10-21_at_1.58.12_PM.png

  • Method 2: Open the individual lead's profile and tap the Save As Contact button.


Archive and Restore Leads

Clean up your inbox by moving cold leads out of your main view.

Archive a Lead

You can move a lead to the archive list using two methods:

  • Method 1: Go to your main Leads list, swipe left on the lead's name, and select Archive.
    Screen_Shot_2022-10-21_at_1.59.49_PM.png

  • Method 2: Open the lead's profile, tap the overflow menu (three dots icon), and select Archive.
    Screen_Shot_2022-10-21_at_2.01.03_PM.png


Restore an Archived Lead

If a cold lead becomes active again, you can bring them back to your main inbox:

  1. Tap the Archived tab at the top of the Leads Inbox page.
    Screen_Shot_2022-10-26_at_12.07.44_PM.png

  2. Find the lead, swipe left on their name, and select Restore.
    Screen_Shot_2022-10-26_at_12.08.39_PM.png

Need Help? If you need assistance setting up your tracking sources or using the mobile inbox, contact our team at support.marketing360.com.

    Don't have time to manage this yourself?

    Partner with a dedicated Marketing Team to do it for you.

    Learn More Plans & Pricing