Leads & enquiries
Inbox, qualification, SLA reminders and reassigning leads.
How leads are qualified
The questions buyers answer and how we score them.
4 min
SLA reminders
The 1h / 4h / 12h nudges and how to change them.
3 min
Reassigning a lead
Move a lead to another agent or branch.
2 min
The Kanban pipeline
Drag-and-drop leads through New, Contacted, Viewing booked, Offer, Won and Lost.
2 min