Using Leads Center in Meta Business Suite

Use Leads Center to keep your enquiries and follow-ups in one place.

• Review leads from your Meta lead forms.
• Read contact details and form answers.
• Assign leads to your team.
• Track progress with stages, notes and reminders.
• Export leads when needed.

Open Leads Center using the profile that manages your business.

1. Visit Meta Business Suite and log in.
2. Select your business at the top of the screen.
3. Find Leads Center in the left sidebar.
4. Click it to open the dashboard.

Start with these four areas of the dashboard.

Choose your view

• Pipeline view: leads grouped into columns by stage, such as Intake, Qualified and Converted.
• Table view: leads shown in rows, with details such as their date, source, owner and stage.

Use whichever view makes your work easier.

Check the summary and filters

The summary shows lead counts and conversion information. Use the date, status, source and label filters to narrow the list.

Find a lead

Browse the stage columns in Pipeline view, or scan the rows in Table view.

Open the lead details

Click a lead to review its contact information, form answers, campaign source, notes and reminders.

• Assigned to: the team member handling the lead.
• Stage: where the lead is in your follow-up process.

Work through this routine at least once each working day.

1. Sort by Date added or look for leads in Intake.
2. Open each new lead and review their details and enquiry.

1. Open Assigned to in the lead details.
2. Choose the salesperson responsible.
3. Ask each team member to use a filtered view of their own leads.

Use the phone number, email address and other information in the lead details to follow up promptly.

After contacting the lead, update their stage to reflect what happens next.

Add notes covering your last conversation, budget and next action.

Apply labels for priority, engagement or source details. Filter by them later to focus on groups such as high-priority or event leads.

Use filters to focus on the leads you need to work on now.

1. Choose a lead status to review a particular stage, such as follow-up.
2. Set a date range to review this week or month.
3. Choose a label to focus on a specific group.
4. Filter by the assigned team member to see an owner’s leads.

You can also add enquiries from website forms, WhatsApp, Google Ads and other channels.

1. Click Add leads at the top right.
2. Choose the option that matches your task.

Need to work in a spreadsheet or your own CRM?

1. Find Download in the top toolbar.
2. Use it to export your leads.

• Review & respond quicklyAim to contact new leads the same day.
• Use clear statusesUpdate every lead after you contact them.
• Use remindersSet reminders for follow ups.
• Tell us what you seeShare feedback on lead quality so we can improve ads.