Team
Who owns which buyers, and how each member is converting.
Members
–
Leads assigned
–
Unassigned leads
–
Visits · 7 days
–incl. upcoming
Bookings · 30 days
–
| Member | Role | Access | Status | MFA | Leads owned | Visits 7d / 30d | Bookings 30d | Last active | Actions |
|---|
Bookings value · 30 days
Assignment rules
- How leads get an ownerA lead is assigned when an owner is set on the lead record, or when a site visit is booked with an RM.