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.

• Editing Lead Details:

  Easily update lead information, including contact details, lead status, and any other relevant fields, to ensure accuracy and currency.

• Exporting Data:

  Export lead data to Excel for in-depth analysis or reporting, allowing you to generate a comprehensive spreadsheet for detailed insights and sharing with stakeholders.

• Comprehensive Management Tools:

  Access all necessary tools for effective lead management, enabling you to track and optimize your sales efforts efficiently.