RPLAdmin · The person who can see every login.
Sales, from admin
The sales list is the same pool the sales team uses. A lead can be claimed once. If nobody acts, it returns to the pool.
Why this screen
You can see a warm lead from the public form without two people calling the same plumber.
You can
- See unclaimed leads.
- Claim one, or see who already claimed it.
- Release it if the call did not happen.
You cannot
- Claim a lead that is already held.
- Mark a lead as paid when Stripe has not.
Thirty minutes
A claim that sits is a lead going cold. If the call has not happened, release it. The pool is there so the next person can ring, not so the lead stays on a name that is not working.