Overview
The right-click context menu is a productivity feature on the Lead Manager screen. Use it to quickly update, analyze, and work leads without navigating to the header toolbar or left-side panel. Right-click any lead row to open the menu.
Key Functionality
The right-click menu gives you fast access to common lead actions, including:
Open a lead in a new tab.
Update lead details, notes, appointments, pipeline, and marketing info.
Apply dispositions through the Actions menu.
Transfer, email, text, or call a lead.
Add a lead to nurture.
Export leads.
How to Use the Right-Click Menu
Go to My Leads and select the desired Workflow.
Right-click on any lead row. The context menu opens.
Select an option from the menu. Some options have submenus, indicated by an arrow.
Menu Options
Option | What it Does |
Open in New tab | Opens the lead in a new browser tab so you can work it independently. |
Update | Opens a submenu with lead update actions. See Update Submenu below. |
Actions | Opens a submenu to apply a disposition to the lead. |
Transfer | Transfers the lead to another user. |
Opens a submenu to email the lead. | |
Text SMS | Opens a submenu to send a text message to the lead. |
Call Lead | Initiates a call to the lead using your integrated phone solution. |
Nurture | Opens a submenu to add the lead to an email nurture campaign. |
Export | Opens a submenu to export the lead. |
Update Submenu
The Update submenu contains the following options:
Option | What it does |
Quick Edit Lead | Opens a quick edit form for the lead. |
Add lead Notes | Adds a note to the lead. |
View Notes | Displays existing notes for the lead. |
Add Appointment | Schedules an appointment for the lead. |
Return Lead | Returns the lead to its source. |
Edit Lead Pipeline | Changes the lead's pipeline status. |
Close Lead Out | Closes the lead. |
Update Marketing Info | Updates marketing information for the lead. |
Add to Automated Event | Adds the lead to an automated event. |
Confirm it Worked
After you select an option, the corresponding action opens or completes. For example, selecting Return Lead opens the Return a Lead modal. Selecting Open in New tab opens a new browser tab with the lead.
Best practices
Use the right-click menu for single-lead tasks. It is often faster than navigating to the toolbar.
Right-click directly on the lead row to ensure the menu opens for the correct lead.
Use Open in New tab when you need to work a lead without losing your place in the list.
Troubleshooting
Issue | What to check |
The right-click menu does not appear | Confirm you are right-clicking on a lead row, not on the header or empty space. |
An option is grayed out or missing | Your permissions or the lead's status may restrict that action. Contact your administrator. |
The Actions submenu is empty | Confirm the lead's status allows actions. Different statuses may show different actions. |
FAQ
Where can I use the right-click menu?
On the Lead Manager screen. Right-click any lead row.
Does the right-click menu include all toolbar options?
No. It includes common lead actions such as Update, Actions, Transfer, Email, Text SMS, Call Lead, Nurture, and Export. Options like New Lead and Import are not in the right-click menu.
Can I open a lead in a new tab?
Yes. Select Open in New tab from the right-click menu.
What is in the Update submenu?
Quick Edit Lead, Add lead Notes, View Notes, Add Appointment, Return Lead, Edit Lead Pipeline, Close Lead Out, Update Marketing Info, and Add to Automated Event.