Lead Sharing
Share, assign, and track leads between users or partner consultants
Lead Distribution Management
Efficiently assign leads to team members or franchise partners based on location, expertise, or performance criteria.
Collaborative Lead Access
Enable multiple users to view and collaborate on shared leads while maintaining clear ownership and accountability.
Lead Tracking & Status Updates
Track shared leads in real time and monitor progress across teams, ensuring timely follow-ups and improved conversions.
Secure Lead Sharing
Protect sensitive lead information through encrypted sharing and permission-based access control for authorized users only.
