Team Leader Guide

Core Operations

  • Lead Distribution: Reassign leads from the team pool to specific agents.
  • Pipeline Oversight: Monitor the Kanban board to ensure leads are moving through stages.
  • Follow-up Tracking: Identify overdue tasks and ensure agents are contacting prospects.
  • Performance Analysis: Use the Report Center to view team conversion rates.

Pipeline Management

Managers have exclusive access to Pipeline Stages. You can customize the sales journey for your team by adding or renaming stages.

Tip: Moving a lead in the Pipeline view automatically updates its 'Current Status' in the main list. No manual status editing required!

Back to Login