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Managing Your Purchased Leads

Track, follow up, and archive purchased referrals

Brandon Austin avatar
Written by Brandon Austin
Updated over 2 months ago

Once bought, leads move to the Purchased tab—here’s how to keep them organized and actionable.


1. Viewing & Sorting

  • Switch to Purchased in the Leads Dashboard.

  • Sort by Purchase Date, Status, or Type.

2. Lead Status & Actions

Status

Actions

New

View Details, Contact

Contacted

Add Note, Set Reminder

Closed

Archive

3. Notes & Reminders

  • Add Note to log calls or emails.

  • Set Reminder for follow-ups (date/time).

4. Archiving

  • Select leads and click Archive; view them later under Archived.


See also

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