The Dashboard · Unassigned leads

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Unassigned leads

Unassigned leads are leads that have been created from your website's contact form or from a Prospecting List as unassigned.

In the Home of your account, you can easily access the list of unassigned leads so that, as a Manager, you can assigned them rapidly to your salespeople and have them starting working on them right away.

Working on unassigned leads before assigning them

Being able to work on a unassigned lead will help you qualify it before assigning it to the sales rep in charge of managing it.

Just like for any assigned leads, you can add an amount, a probability, choose an estimated a closing date (if you use the Expert Edition*), add tags, use the click to call system, add attachments to it,...

Certain batch actions are also available:

  • assign to a salesperson or team
  • add tags
  • delete