View all leads you still need to assign to your sales reps
Where to find the unassigned leads and how to create them
Unassigned leads are leads that have been created from your website's contact form or from a Prospecting List as unassigned.
In the Dashboard of your noCRM account, you can easily access the list of unassigned leads so that, as a Manager, you can assign them rapidly to your salespeople and have them start working on them right away.
Working on unassigned leads before assigning them
Being able to work on an unassigned lead will help you qualify it before assigning it to the sales rep in charge of managing it. This way, your sales rep will be in possession of all the information needed to move the lead through the sales process.
Just like for any assigned leads, you can add an amount, a probability, choose an estimated closing date, add tags, use the click to call system, add attachments to it,...
Certain batch actions are also available:
- assign to a salesperson or team
- add tags
- delete the leads
