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Lead Management

Capture prospects, assign teams and agents, review duplicates, and qualify Leads into Opportunities with Catalog Plans.

Last updated: August 2026

Leads represent possible buyers, not yet Customers. The lead workspace supports intake, assignment, activities, Dispositions, and qualification into Opportunities.

Lead workspace showing assignment queue and activity timeline
Lead workspace, cropped view of the assignment panel and activity timeline (object-position: center top).

Lead flow

  1. Create or import a Lead, duplicate detection runs on contact email and mobile.
  2. Assign to a team and agent; assignment history is preserved for audit and coaching.
  3. Log activities: calls, notes, and scheduled follow-up tasks.
  4. Apply Dispositions to move lifecycle status (working, qualified, disqualified, and others).
  5. Qualified Leads open Opportunities with Catalog Plan line items.

Duplicate review

Potential duplicate contacts appear in a review queue for supervisor resolution before data quality degrades. Merging or dismissing duplicates keeps the pipeline trustworthy.