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Manage Leads & Follow-ups

Learn the day-to-day workflow for working with leads and follow-ups inside the CRM workspace.

CRM follow-up automation — evolvingLead management and follow-up features are under active development. The steps below describe the current workspace as of today; screenshots use the Dashboard for reference until dedicated CRM screenshots are published.

Current workflow

  1. Open the CRM workspace — from /dashboard click Launch on the CRM Agent card.
  2. View your pipeline — the CRM dashboard shows deal stages, totals, and recent activity.
  3. Open a contact or deal — click any row in the Contacts or Deals table to view details, notes, and history.
  4. Log a follow-up — add a note or task with a due date so the CRM can remind you.
CRM is accessed from the Dashboard Your Agents section
Open the CRM from Your Agents → Launch

Tips

  • Keep contact records up to date — accurate stage and owner fields make pipeline views reliable.
  • Use the global search (top bar) to quickly find a contact or company.