Owner Sale Lead

The Owner Sale Lead feature provides a focused view of all sales leads that are owned by you. This section displays only those leads for which you are the owner, offering a streamlined and organized interface for managing your specific portfolio. For admins and owners, this feature provides visibility into all leads they own, while other users can view only the leads they own and those owned by their team members.

Managing Owner Leads

In this section, you can easily edit the details of each lead. Whether updating contact information, adjusting lead status, or modifying other pertinent details, this feature ensures that you can keep your lead information current and accurate.

Exporting Data

For further analysis or reporting purposes, you have the option to export your lead data to Excel. This functionality allows you to generate a comprehensive spreadsheet of your leads, making it easier to perform detailed analyses, create reports, or share data with other stakeholders.

The Owner Sale Lead feature ensures that you have all the tools you need to efficiently manage and analyze your leads, enhancing your ability to track and optimize your sales efforts.