Manage leads and one-to-one messages

Organize leads

• Review why the person was collected and the evidence attached to the lead.
• Update the status, notes, tags, or assigned owner.
• Add the lead to a list when you want to use that list as a campaign audience.

Prepare a message

1. 1Open Messages and select a lead that needs a draft or follow-up.
2. 2Generate a draft or write your own message.
3. 3Check every personal claim against the saved source evidence.
4. 4Edit the message, then copy it, send it through a healthy LinkedIn connection, or mark it as sent manually.

Keep personalization accurate

Privly drafts from saved business, lead, and source evidence. If important context is missing, update the lead or business profile instead of adding an unsupported claim.