Sales
Leads
A cleaner B2C working lead queue, with homeowner versus trade lead type separated from the relationship status your team actually uses day to day.
Lead CSV import and update
Use Lead ID in your CSV to update existing leads. Leave Lead ID blank to create new leads.
Visible Leads
0
current filtered queue
Needs Action
0
due inside 7 days
Proposal Ready
0
post-call follow-up sent
Active Prospects
0
currently being worked
Lead Queue
Search by source, company, or email. Filter by owner, B2C stage, lead type, relationship type, and recency.
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