Capturing a Lead from the Inbox

When a new message comes in, add that customer to your Pipeline without leaving the conversation. This article is the how-to for that step — Inbox to a new pipeline card.

Add a conversation to your Pipeline

  1. Open the conversation from your Inbox.
  2. On the right, find Pipeline.
  3. Click the +. The New Pipeline Item window opens.

Open conversation with the Pipeline section and plus button in the contact details

  1. Fill in:
    • Pipeline — which board the card should live on
    • Column — which stage (for example, New leads)
    • Name — a short title for the card
    • Description (optional)
  2. Click Create.

New Pipeline Item dialog with pipeline, column, name, and create button

The card is linked to this customer. You’ll see it under Pipeline on the conversation, and on the board when you open Pipeline from the sidebar.

To set up columns, move cards, and turn on automatic texts, see Using the Pipeline.

* * *

Hopefully this helps you and your team capture new leads from the inbox. If you have any difficulties or other questions, contact us at support@chekkit.io!

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.