Assigned leads
Every agent sees their own queue, filtered by status, source, and owner without crossing into unrelated records.
Sales Agent | Team Leader
Give agents a focused system, not another spreadsheet.
Your team works assigned leads with clear priorities, scheduled follow-ups, consistent dispositions, and a visible path from first contact to paid client.
Less hunting. More selling.
Agents open one workspace and see what is assigned to them, what is due today, and what happened last time they spoke to a prospect. Dispositions drive status. Won deals become customers without re-keying data.
What changes for your team
Outcomes that matter
Not a feature checklist, the results your buyers care about.
Priorities
Follow-up due dates and task reminders surface what needs attention today, not buried in notes.
Follow-ups
Calls, notes, and meetings land on a shared timeline so the next agent always has context.
Dispositions
Outcomes like follow up, qualified, or disqualified update lead status according to your configuration.
Progress
Qualified leads open opportunities with catalog plans, visible stages until won or lost.
Paid clients
Won deals convert to customer records in one step, preserving the full activity history.
Start the day with clarity
Team leaders assign and reassign leads; agents see only what they own or what their team scope allows. No more "who is working this?" messages.
Close the loop on every conversation
Log the call, set the disposition, schedule the next task. Supervisors coach against real activity, not self-reported spreadsheets.
See the workspace
A look at the workspace this role uses day to day.
Platform modules
Supported capabilities behind this solution
See how it would work for your team
Walk through this solution with our team, tailored to your roles, modules, and client lifecycle.