Leads

• Important

Leads

Leads die when they live in a spreadsheet, a group chat, and someone's phone. Put them on one record.

Leads

Set the rule once — by source, round-robin, or team — and the lead has an owner before anyone asks.

Leads

Capture, assign, and set a next step before the enquiry goes cold in a shared inbox.

Leads

Temperature should come from activity and time, not from whoever last opened the spreadsheet.