How to use the Leads Board in LeadTruffle
📝 A complete walkthrough of the lead board — columns, sources, board view, custom statuses, filters, and archiving. The lead board is where most of the day-to-day work happens in LeadTruffle. Every lead that enters the system shows up here. This guide walks through what you're looking at and how to use it. Table of contents Overview What you'll see on the lead board [Channel, lead source, and original source](#2-channel-leaSome readersHow to Use Human Takeover in LeadTruffle
Overview Human Takeover lets you jump into any conversation in LeadTruffle and personally message a lead — pausing the AI’s responses until you’re ready to turn it back on. How It Works Go to Conversations Navigate to the Conversations tab inside your LeadTruffle dashboard. Toggle Off AI Responses At the top of the chat window, find the switch labeled “AI Response Active.” Turn this off to switch the conversation into Manual Mode. You can now replSome readers🖥️ Conversation Replies - Turn on Desktop Notifications
Using your web browser (Google Chrome and Safari recommended) you can get push notifications every time a lead replies in LeadTruffle. Supported desktop browsers Google Chrome (preferred) Firefox Safari Brave (enable Google services) Edge Step 1 - Log into LeadTruffle Head to app.leadtruffle.com and log into your LeadTruffle account in one of the above supported desktop browsers Step 2 - Go to Conversations and turn on Push notificationsFew readersHow to use the LeadTruffle Inbox
Learn how to navigate the LeadTruffle Inbox, manage conversations, reply manually, use snippets, and keep contacts organized.Few readers