[7/11] How to keep your leads organized

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( https://app.involve.me/projects )

( https://app.involve.me/contacts )

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From leads to pipeline
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Tag leads, filter them and make follow-ups effortless

Hi Emre,

By now, you’ve got leads coming in from your *quiz funnel*. *i* *nvolve me* has a built-in CRM. Every lead you capture and qualify becomes a contact with tags, segments, a status, an owner, and a full history, all feeding directly into your email sequence workflows.

Why it matters:

* *Nothing slips* : see who’s new, who replied, who needs a nudge.
* *Faster handoff* : assign a contact to whoever follows up. They see the answers, outcome, and comments in one place, and get an email when something changes.
* *Campaign-ready* : segment by tags = precise email sequences, not batch-and-blast

( https://app.involve.me/contacts )

1. View your leads
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Today’s focus is simple: open CRM and turn a list of names into a clean, working pipeline.

Leads are added as contacts automatically when filling out forms in your funnels. You can also import contacts via file upload or copy-paste, and delete them individually or in bulk. Managing contacts is easy by searching via email, adding or removing tags (individually or in bulk) and filtering by tags.

Give every contact a status (Open, In Progress, Waiting, or your own) so you can see at a glance where each lead stands. Then assign it to the person who should follow up and leave a comment with the context.

( https://app.involve.me/contacts )

2. Manage your leads
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Adding tags enables you to organise contacts into actionable segments. By applying clear tags individually or in bulk, you can quickly filter lists, target follow-ups, and trigger the right journeys without needing to export data to other tools.

*Pro tip:* tag leads by intent (e.g., "Needs demo"), source ("Google Ads"), fit ("ICP match"), or lifecycle stage ("New lead"). This makes it easy to prioritise outreach, personalise messages, and hand off context to teammates. Tags also improve reporting by allowing you to compare performance by segment and keep your database clean as the volume grows.

( https://app.involve.me/contacts )

3. View & edit individual contact details
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You can gain more insights about your individual leads by clicking on them in the CRM ( https://help.involve.me/en/articles/5811407-managing-contacts ) overview list. This will open the contact details card where you can see the timeline of interactions across the entire contact's journey, their aggregated personal data, tags and metrics.

*Pro tip* : From a funnel's Analytics go to the Responses tab, click "manage tags" in a submission's Personal Data section. This opens the Contacts Manager with that specific contact selected, and by clicking their email you can jump straight to the Contact Card view.

4. Set up notifications for new leads
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Turn on participant email notifications to get an instant alert when new users complete your funnel, so you can follow up quickly without checking Analytics. Each notification includes the user's details and their answers (plus score/outcome if applicable), and you can choose who receives these alerts per funnel.

*Pro tip* : If you prefer real-time alerts in your workspace instead of your inbox, connect Slack to post new submissions directly to a channel. Handy for sales handoffs or team visibility.

( https://app.involve.me/projects )

5. Organize your funnels in workspaces
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If you manage more than one client, brand or project, Workspaces keep everything organized: funnels, collaborators and user permissions. Think of a workspace as a separate "account" for each client, team, or project, so editing, access, and reporting stay clearly separated.

To set it up, create a workspace from your dashboard, move or create the client's funnels inside it, and invite the right teammates with the proper access.

Result: clearer pipelines, cleaner tags, and easier handoffs.

Try this now: Import your contacts
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If you didn't yet generate leads through *involve me* you can upload your existing contacts by going to CRM, then Actions, then Import. You can upload a file with multiple contacts or copy & paste individual ones, then apply tags to contacts from each upload to segment your audience. Once your contacts are in *involve me* , you can invite specific segments to specific funnels and send them targeted emails from our platform.

­ Import your contacts ( https://app.involve.me/contacts ) ­

If you need help message us and we will walk you through it.

Tomorrow we’ll let the data speak as we dive into Analytics to see what’s working, what’s not, and where to focus next.

Best regards,

Megan

*Megan Jensen*
Customer Support Manager at *involve me *
support@involve.me**

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*involve.me* ( https://www.involve.me )

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nse/involve-me/2026-11-05/6202

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Megan from involve me · megan@onboarding.involve.me

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5 November 2026 · 10:00 UTC