Lead inbox
This page is the working lead queue. It only contains true opportunities. Callbacks, appointment changes, messages, existing clients, and issues stay on the calls page.
Leads
Every captured opportunity in one list, with owner, budget, priority, and the next action visible.
Open leads
All captured opportunities that have not been fully handled yet.
0
Still available for action
Need follow-up
Leads that still need a callback or owner response.
0
Owner or agent should call
Hot leads
High-priority leads that should be handled first.
0
Same-day priority
Assigned
Leads with a named owner already attached.
0
Has a named owner
Lead queue
The full list of leads with budget, owner, status, priority, and the next action in one row.
All captured leads
No true opportunities yet
Only calls classified as a real lead show up here. Callbacks, appointment changes, messages, existing clients, and issues are on the calls page.
Recent activity
A short history of the newest changes so the owner can see what changed most recently.
Latest lead updates
No lead history
Follow-up activity will show here once the first enquiry is processed.