Hello, I would like to know how to inspect my sales advisor who is in charge of distributing the leads. I need to know if she is distributing them equitably among the sellers.
thank you
Hi @OValleCastill,
In the free CRM, your best option is to build lists or filter the contact index page. On the contact index page (Menu > Contacts > Contacts), first filter for an assignee, then check the number that displays at the top:
This tells you how many assigned contacts a user currently has. Repeat this for all assignees and then compare the numbers.
This can also be achieved by creating lists, if you want an overview that you can check in on more easily: Create segments
Best regards
Hi there! If you want to make sure your sales advisor is sharing leads fairly, you might want to think about using a lead tracking system that offers transparency and insightful analysis. That said, nurturing those leads can be a bit tricky. If you’re eager to boost your marketing efforts, especially in event marketing, you’ll find that integrating momencio with HubSpot can be a game-changer! This combo really simplifies lead management and boosts your follow-up processes, helping you track lead distribution and engagement with ease.