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Your team — invite reps and manage members.
Team
Who's working what — invite reps, balance the load, and watch it move
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Everyone is working their leads. Nothing needs you right now.
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Unassigned leads
Leads you've drawn that no one owns yet. Reps only see leads assigned to them.
Divvy evenly
Assign…
Assign
Move them
Cancel
The floor
Sorted by what needs you first
Requests
Roster
Gray out contact data for reps
Reps see the company and the score. The name, phone and email stay hidden until they open a lead to work it — then it is revealed and logged.
Auto-divvy new leads evenly
When you open this page, any unassigned leads are shared out evenly across your active reps. Turning it off leaves the leads already assigned exactly where they are.
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Rep — works the pipeline
Admin — can buy & manage
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Deal desk
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