Sent to your phone as soon as a lead is assigned to you (if SMS is turned on).
Sent to your email address, with the lead details inside.
You have new lead, check details below:
| Name | Jamie Sample |
| Phone | +1 555 010 0123 ✓ Phone verified |
| jamie.sample@example.com | |
| State | TX |
| Issue | Landlord/Tenant – Eviction Notice |
| Message | "I received a notice from my landlord and need to understand my options." |
| Date | 2026-10-27 10:42 AM |
Every lead is saved under All Leads, where you can work it.
| Lead | Contact | Issue | Date | Actions |
|---|---|---|---|---|
| Lead #1001 Order #12345 Follow Up |
Jamie Sample jamie.sample@example.com +1 555 010 0123 |
Landlord/Tenant – Eviction Notice | 10-27-2026 10:42 AM |
Quick ViewFull LeadReplaceFolderSales IntelNotes |
| Lead #1002 Order #12346 Call Back |
Riley Example riley.example@example.com +1 555 010 0456 |
Wills and Trusts – Deed Issue | 10-26-2026 4:15 PM |
Quick ViewFull LeadReplaceFolderSales IntelNotes |
| Lead #1003 Order #12347 No deal |
Morgan Demo morgan.demo@example.com +1 555 010 0789 |
Interested in a business opportunity | 10-25-2026 9:05 AM |
Quick ViewFull LeadReplaceFolderSales IntelNotes |
Mark each lead with a status (No deal, Follow Up, Call Back, Sold), set reminders, add notes, sort leads into folders, and request a replacement within 10 days if a lead is not a fit.
Questions? Email contact@salesexpert.me.