Managing Leads and Tasks

Optimize your customer relationships and daily productivity with our unified CRM and Task suite.

Leads Management

Importing Leads

Go to Leads > Import to bulk upload contact lists using our downloadable CSV template. Column mapping handles custom fields automatically.

Assignment Rules

Configure dynamic routing rules:

• Round Robin: Distribute leads equally across the sales team.
• Smart Least Load: Route leads to reps with the fewest active tasks.

Tasks & Automation

Create tasks under Tasks page. You can configure:

• Sub-tasks: Break down complex actions into items.
• Triggers: Auto-update lead status when a related task is marked complete.