Checking your existing session…
CUSTOMER INQUIRIES
Leads
Capture customer inquiries, assign a representative and keep a history of follow-ups.
How this works
Each follow-up in the history shows who recorded it. Leads stay open. Nothing is sent to customers from this page.
Your access
Capture a new lead
Choose the representative by name. Fields marked optional can be left blank; leave the phone blank if you don't know it.
Leads
Lead
Open the internal lead conversation
Project handoff
Choose an existing project you manage. The project sees which lead it came from; the customer's contact details stay here.
Update brief
Refreshing keeps your unsaved edits. If someone else changes a field you are editing, you are told before you save.
Reassign
Record a reported contact
Record a call, message or visit you made yourself; it is saved under your name. Nothing is sent from this page. “No answer” is not the same as “Not interested”, and no outcome closes the lead.
History
No call or message is sent from this page; every follow-up is one a person recorded. A change is saved only once the page confirms it.