Settings - LeadFlow CRM

Manage member roles and system access.

Member	Role	Status
JD Jane Doe jane.doe@leadflow.com	Admin	Active
MS Mark Smith mark.s@leadflow.com	Sales	Active
AL Alex Lee a.lee@leadflow.com	Sales	Pending

Define the journey of your deals through the sales funnel.

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Initial contact or discovery phase.

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Engaged in initial dialogue or qualification.

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Proposals sent and terms being discussed.

Idle lead timeout (days)

Automatic Lead Assignment

Round Robin enabled

sell

Tag module coming soon. Stay tuned!

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Account module coming soon. Stay tuned!