RevenueLancer
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Leads help

Use Leads to keep every enquiry visible, owned, and ready for the next action.

What it does

  • Stores customer name, company, phone, email, source, value, customer status, sales stage, owner, and notes.
  • Shows assigned owner, lead manager, and team members when multiple people work on one lead.
  • Helps owners and managers see stuck, urgent, fresh, cold, and high-value leads.

How to use it

  • Create a lead when a new enquiry arrives.
  • Assign the right owner or manager before the lead goes cold.
  • Add a follow-up date and keep notes short, clear, and useful.

Common checks

  • If a lead is missing, check filters and your allowed visibility.
  • Sales users only see assigned, created, or shared leads.
  • Viewer access can read visible leads but cannot change them.

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