01Routing
5 assignment strategies
Every account. One place. Actually organized.
The leads screen is built around what to do next. New leads match territory rules and land with the right rep instantly. Duplicates are caught on every intake, before two records exist. Accounts, contacts and deals each get their own directory and detail page.
- One leads screen with tabs for all leads, unassigned and my leads
- An unassigned pool with live counts, so a new enquiry is never invisible
- Automatic routing by territory (state, city, industry), with a catch-all fallback
- Five assignment strategies per territory: round robin, weighted round robin, single owner, manager-only pool, or rep self-claim
- A personal capacity cap, so each rep sees how many active leads they may hold
- Priority tiers P1 to P4, each with its own warning and breach window
- Duplicate detection on every intake: email, phone and fuzzy name matching
- Custom fields on accounts, contacts, deals, products and bundles: 11 field types, and fields that appear only when another field has a certain answer
- CSV or Excel import, or migrate from HubSpot
02Priority
Tiers P1 to P4
03Custom fields
11 field types
04Import
CSV · Excel · HubSpot
A worklist
What to do next, not a table.
Every promise becomes a tracked task. A logged activity that commits to a follow-up creates one, and the worklist sorts overdue first, then today, then leads nobody has committed to. A lead whose last activity left no next step and no open follow-up is raised to the rep and the manager.
- Reps claim their own leads in a claim-based territory, capped so nobody hoards
- Managers can force a reassignment, or bulk-reassign with a preview of who gets what
- Map a lead source to a priority tier by exact, prefix or contains match
- Recycling rules put idle or lost leads back in the pool automatically
- Win-back candidates: leads that went quiet are surfaced as a fresh outreach list
Clean data
One record, not two.
Six ways in, one pipeline: manual, CSV, bulk add, web form, inbound API and HubSpot all validate and dedupe the same way. A duplicate review queue works at two speeds: a batch mode to clear a screenful, a detail mode to open each pair, with merge, not-a-duplicate or dismiss.
- Capture rules you set: which fields a lead must have before it is accepted, per source
- Closing a dead lead means giving a reason from a fixed list
- Sources, categories, pause reasons, dispositions and tags are all editable
Your vocabulary
Your words, per business.
Your own account types and tags, not a fixed list. Rename "Clients" to "Schools" or "Deals" to "Projects", per workspace. Custom fields can appear only when another field has a certain answer.
07: Accounts & Contacts