Partners & sales reps
Rep Leads CRM: claim, mark outreach, release
Open leads lists schools nobody has claimed, grouped by state and city. Claim a school (up to 25) so no other rep contacts it. On My leads, tap Sent, Undeliverable or Not interested, or set a status (contacted, demo booked, proposal, won, lost), and add notes. Releasing a lead saves your name, outcome and notes in its history. The next rep sees "Previously worked by…" with who had it, when and what they wrote. Leads with no update for 30 days go back to the pool automatically. "Hide Not interested & Undeliverable" (on by default) keeps the open pool to fresh schools.
Open the related page →