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CRM | Lead workspace

Every lead arrives with context, and leaves with a clear owner.

Capture prospects from any source, assign them to the right agent, detect duplicates before they spread, and work each record through qualification without losing history.

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See it in context

The business problem

Leads arrive from websites, imports, referrals, and manual entry, often duplicated, unassigned, or worked in spreadsheets. Managers cannot see who owns what, and agents lose context between handoffs.

How TradePacer CRM solves it

One lead workspace ties contact identity, source, assignment history, activities, and disposition to a single record. Duplicate detection runs on intake; supervisors resolve conflicts in a dedicated queue.

Key workflows

How teams use Lead Management

  1. 01

    Intake

    Create manually, bulk import, or receive via website/API connection. Contact fields drive duplicate matching.

  2. 02

    Assign

    Managers assign to teams and agents, or bulk reassign. Every change is recorded in assignment history.

  3. 03

    Prioritise

    Filter by status, source, owner, and follow-up due date. Tasks & follow-ups surface the next action for each agent, continued in Sales & Follow-ups.

  4. 04

    Resolve duplicates

    Potential matches appear in a review queue. Supervisors merge or dismiss before data quality degrades.

  5. 05

    Qualify

    Dispositions move lifecycle status. Qualified leads open opportunities with catalog plan line items.

Lead workspace at a glance

The lead 360 view consolidates overview, activities, tasks, assignments, and linked opportunities, so agents never hunt across tools.

Connected in the platform

Works with the rest of your operation

Sales & Follow-ups Tasks, activities, and conversion Reports & Analytics Source and funnel reporting Client Management After conversion

Role & use case

Built for sales agents and team leaders

Sales agents work own-scoped leads; team leaders and managers assign, reassign, and review duplicates across their team. Productivity reports show workload and outcomes.

Frequently asked questions

Can leads enter from our website?

Yes. Leads can be created manually, imported in bulk, or received through configured intake API connections.

How does duplicate detection work?

The system checks contact fields such as email and mobile on intake. Potential duplicates route to a supervisor review queue.

Is assignment history preserved?

Yes. Every team and agent assignment is recorded so handoffs remain auditable.

See Lead Management in a live demo

Walk through these workflows with our team, tailored to your modules and roles.

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