Lead settings

In this section

• Set up the deal pipeline, sources and agents Define the path a deal follows, who can be assigned a lead or a client for follow-up, where leads come from, and the WhatsApp greeting — before the team adds the first lead.
• Turn on AI performance ratings AI rates calls, follow-ups, notes and the lead or client timeline on a schedule, then sends the team to the leads report.
• Remind the team when a lead goes quiet Create a follow-up for the agent after a matching rating, and remind team leaders about leads with no activity.