Assigning and reviewing leads

Inquiries and sales

Assigning and reviewing leads

Review fit, assign an owner, and move a lead to Qualified, Nurture, Not a fit, or Spam without losing anything.

Before you start

At least one lead

Steps

Open Leads; new inquiries show their receipt time, source, and owner or fallback queue.
Open a lead to read the original submission and any duplicate suggestions.
Assign or reassign the owner; only authorized context is shared.
Set the status; Qualified offers to create one linked opportunity.

Expected result

Every lead has an owner and a status; nothing is discarded silently.

If something goes wrong

Spam is recoverable from the quarantine view.