About Leads Centre in Meta Business Suite

Leads Centre in Meta Business Suite helps you track, manage and nurture leads who may be interested in your products or services. You can see your organic and paid leads from Messages and lead ads, such as instant forms and ads that click to message, in one place.

Leads Centre is only available in Meta Business Suite on desktop if you have run lead ads. To access the Leads Centre, go to Meta Business Suite, click Leads Centre in the left menu or click All tools and find it under Engage audience.

In Leads Centre, you can select a lead to view and edit their contact information and use the following features:

• Move leads across different stages: By default, every lead will be considered Raw. You can select a lead and click the Stage drop-down menu to categorise them into different stages of the marketing funnel, including In-progress, Won, Archived and Bad.
• Message your leads: You can continue the conversation with leads generated organically and from lead ads that click to Messenger or Instagram Chats directly from Leads Centre. Select the lead you'd like to chat with and the chat head will surface at the bottom.
• Assign an owner to your leads: If you have multiple people following up with leads, you can select a lead and click the Unassigned drop-down menu to assign the lead to a specific person who has access to your Leads Centre.
• Filter and sort your leads: You can filter your leads by Forms, Date added, Source, owners you Assigned to and Labels you've created. You can sort the list of leads by Date added, Name, Source, Channel, Stage and owners you Assigned to.Use the Add filter andsearch bar at the top for more filter options, such as Campaign ID and Ad ID.
• Schedule a reminder: You can select a lead and then click Schedule a reminder to set up a reminder for the assigned owner to follow up. This allows you to give your leads more time without forgetting to re-engage.
• Add labels and notes to your leads: You can describe and organise your leads with labels and notes. You can select a lead and click the Add label insertion bar to create labels or the Write a note insertion bar to include a note.
• Upload leads: You can click the + Add leads button in the top-right corner for the drop-down menu to Create lead manually or Upload leads to transfer multiple leads from an existing spreadsheet to your Leads Centre. This allows you to centralise your leads from Meta technologies and other sources in one place.
• Export leads: You can click the [arrow icon symbol] in the top-right corner to download leads as a CSV file based on your current filter.