Help Center

If you can't find the answer to your question here, please ask your question to our support team at support@youdontneedacrm.com

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 start working on them right away.

Working on unassigned leads before assigning them

Being able to work on an 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 closing date (if you use the Expert or Dream Team 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