Leads with a scheduled follow-up date, sorted by earliest first.
📤 Upload Leads via CSV
Upload a CSV file to bulk import leads and assign them to a BD.
Required CSV columns
Name, Phone, Source
(Source is optional — must match: App downloads, AI powered leads, Failed transaction, Instagram, YouTube)
(Source is optional — must match: App downloads, AI powered leads, Failed transaction, Instagram, YouTube)
📋 All Leads
Every lead with current call status, lead status, BD assignment and notes.
⏰ Follow-Ups
All leads with a scheduled follow-up date, sorted by date.
📊 Team Stats
Summary of calls made and lead statuses per BD.