Overdue Sale Lead

The Overdue Sale Lead feature highlights leads that have surpassed their due date, providing a crucial overview of overdue tasks within your sales pipeline. This section displays leads for which you are either the owner or have been assigned responsibility and whose deadlines have been exceeded. For admins and owners, this feature provides visibility into all overdue leads, while other users can view only the overdue leads they own or are assigned, as well as those of their team members.

Managing Overdue Leads

By focusing on overdue leads, this feature enables you to prioritize follow-ups and address any delays in your sales process. It helps in identifying leads that require immediate attention to ensure timely actions and prevent potential losses.

Exporting Data

For detailed analysis and reporting, you can download the overdue lead data in Excel format. This allows you to create comprehensive reports, track overdue trends, and share insights with your team or management. The ability to export data ensures that you can efficiently handle and analyze overdue leads, supporting better decision-making and enhanced sales management.