• How to use Click-to-Call in LeadTruffle

  How to set up click-to-call in LeadTruffle 📝 This guide walks you through setting up click-to-call in LeadTruffle so you can call leads directly from your inbox using your browser or phone. Table of contents What is click-to-call? Option 1: Call in browser Option 2: Call from your phone Which option should I choose? Setting up click-to-call forFew readers

• Managing Conversations in the New LeadTruffle Inbox

  What’s New in the Inbox The updated LeadTruffle inbox gives you powerful new tools to stay organized, collaborate, and respond faster to leads. Read Receipts & Message Indicators See what you haven’t read—each team member gets their own view Blue dot = new message since you last opened the thread Bold text = full conversation is unread Helps you quickly scan for messages that need attention FiFew readers

• Using the Kanban Leads Board in LeadTruffle

  Two Ways to View & Manage Lead LeadTruffle now supports both a traditional table and a visual Kanban board for lead management. Table View (Classic) Filter by source or assigned user Add custom columns Export or search leads anytime Kanban Board (New!) Each column = a stage in your sales cycle Each card = a lead Drag cards between stages (e.g., New → Quoted → Won) Visualize where every lead standFew readers