video1.0<iframe src="https://www.loom.com/embed/9435572aad734d71a140b369c4ac3b6b" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/9435572aad734d71a140b369c4ac3b6b-a838bfd52d651ba6.gif604.693This Loom walks through the Leads feature in Maroon and how it helps teams capture, organize, and manage incoming client inquiries. It describes how to access Leads from the Maroon dashboard, where completed customizable lead forms automatically add new submissions to a single dashboard with key fields like lead name, email, phone number, inquiry received date, assigned team member, and current status. It shows how to open a lead’s details to review responses, manage actions like sending an email or updating progress, and track a status history timeline with internal notes. The Loom also covers filtering leads by status, assigned team member, and inquiry date, and shares best practices such as updating statuses regularly, assigning leads promptly, and using filters to find leads quickly.