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.

• Prioritize Follow-Ups:

  Focus on overdue leads to ensure timely follow-up actions and address any delays in the sales process.

• Immediate Attention:

  Identify leads that require immediate attention to prevent potential losses and maintain a healthy sales pipeline.

• Exporting Data:

  Download overdue lead data in Excel format for detailed analysis and reporting, enabling you to track overdue trends and share insights with your team or management.

• Enhanced Decision-Making:

  Utilize exported data to improve your decision-making and enhance overall sales management efficiency.