Every lead with its score and its next step
The contact record is on every plan and has no limit. From Basic, every lead enters an eight-stage funnel with a score from 0 to 100 that explains how it is calculated, and every change of stage or band creates the next task for the person in charge. Leads from portals arrive automatically from your inboxes.
- A score in four bands: cold, cool, warm and hot
- Follow-up tasks created when the stage or band changes
- Each agent sees their own; you grant permission to view or edit everything

