Welcome, Alex
Reporting period
Help & support
Notifications
Sophia Bennett joined your network under Daniel Carter.
Payout request of $2,500.00 from Priya Nair needs review.
Daniel Carter reached the Diamond rank.
New support ticket #4821 was opened.
Capture a prospect before they get away. New leads start at the left of the board.
Who the lead is and how to reach them.
Enter the lead’s full name.
Enter a valid email address.
Use 7 to 20 digits, spaces, plus or dashes.
Where the lead first came from. Reports use it to compare channels.
Choose where this lead came from.
The plan the lead is most likely to join on. It sets the pipeline value.
How ready the lead is to buy. The nightly score replaces this value.
Cool is under 50, warm is 50 to 74 and hot is 75 or more.
Where the lead sits on the board and who works it.
Assign someone to follow this lead up.
The next touchpoint. Overdue follow-ups are flagged on the board.
Pick today or a later date.
Anything the next person to call should know.
Fields marked * are required.
