Lead Desk
One tab shows every rep's new leads, replies waiting and follow-ups due. Each rep also gets an email with their own to-dos on the days you choose, in their own language.
Nobody can tell at a glance which leads are new, which replies are waiting and which follow-ups are late. Managers ask around, and reps find out what slipped only when a client complains.
The Lead desk tab in Reporting lists each rep with their new leads, replies waiting and follow-ups due. On the days and at the time you choose, each rep gets an email of their own to-dos, in the language they choose, with a link straight to each lead.
Key Capabilities
Everything Lead Desk offers out of the box.
- Every rep on one page
See each rep's new leads, replies waiting and follow-ups due side by side, so you know where to help.
- An email for each rep
On the days you choose, each rep gets a short email with their own to-dos for the day, with a link to each lead.
- In their own language
Every person picks the language of their emails on their Account page, from 14 languages.
- Send me a sample
Admins can send themselves any rep's email first, to see exactly what that rep will get.
Use Cases
How teams use Lead Desk
Sales managers
Spot the rep with replies waiting or follow-ups overdue before a client notices.
Teams in several countries
Each rep reads their email in their own language.
Explore More
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