Articles
Leads
Your CRM leads board — track every lead as a table or Kanban, see AI scores and insights, filter with plain-English Ask AI, and work an AI follow-up dashboard.
Leads - Table & Kanban Views
See your leads as a spreadsheet-style table or a drag-and-drop Kanban of pipeline stages.
Leads - Groups & Advanced Filter
Organize leads into groups (your pipeline stages) and slice them with precise, saveable filters.
Leads - AI Scoring, Insights & Follow-ups
Ask AI in plain English, let it score and surface leads, and work an AI follow-up dashboard.
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start with Sequences
More ways to get help
These guides are the same ones that sit inside the app’s help center, next to the screens they describe. If you prefer to watch, the Marketing Titan Academy has short video courses recorded in the product. Signed in, you can also ask Darwin, the built-in assistant, to explain a screen or do the step for you. If something is not covered here, contact us and a person will answer.