Prospecting

Managing Leads

Assign leads to your team, review potential matches, and track progress.

Once leads are discovered, managers assign them to sales reps for visits. The system also flags leads that might match existing customers, so you can review them before they reach your team.

Quick Overview: Assign leads to reps manually or let the system auto-assign based on territory. Review flagged matches to prevent duplicates. Track assignment status from to-visit through conversion.

Assigning Leads

Manual Assignment

Open Prospecting from the hub menu
Select leads from the map or list
Click Assign and choose a sales rep
Set priority if needed

Auto-Assign

The auto-assign feature distributes unassigned leads based on territory:

Click Auto-Assign in the toolbar
The system finds the nearest sales rep for each lead (based on their existing customer locations)
Review the proposed assignments
Confirm to apply

Clearing Assignments

Managers can clear assignments to reassign leads:

Select the assignments to clear
Click Clear Assignments
The leads return to the unassigned pool

Assignment Status

Each assignment moves through a clear workflow:

Status	Meaning
To Visit	Assigned and waiting for the rep to visit
Visited	The rep has visited the location
Converted	The lead has been converted to a customer
Not Interested	The rep determined this isn't a good fit
Expired	The assignment wasn't acted on in time

Reviewing Matches

When the system detects a lead might already be one of your customers, it flags it for review. This prevents your team from visiting businesses you already work with.

Match Confidence

Confidence	What It Means	Action Needed
High	Very likely the same business (matching tax ID or multiple signals)	Automatically hidden from reps
Medium	Possible match (shared phone or website domain)	Requires manager review
Low	Slight similarity (nearby location with similar name)	Available to reps, reviewable

Reviewing a Match

Go to the Matches tab in Prospecting
The pending review count shows in the tab badge
For each match, compare the lead details with the existing customer
Choose:
- Confirm — Yes, this is the same business (lead is hidden)
- Reject — No, this is a different business (lead becomes available to reps)

High-confidence matches (like tax ID matches) are automatically confirmed. You'll mainly review medium-confidence matches.

Blacklisting Leads

If a lead is not relevant to your business (wrong industry, closed, etc.), blacklist it to prevent it from appearing in future searches.

From the Leads View

Find the lead in the map or list
Click the blacklist button
Confirm the action

Total active leads and quota usage
Assignments per rep (visual breakdown)
Pending match reviews

Discovery Leaderboard

Track team performance with conversion metrics:

Leads converted per rep
Visit-to-conversion ratio
Revenue generated from converted prospects

Discovering Leads

Find new leads to assign.

Converting Leads

Turn qualified leads into customers.

Settings

Configure assignment expiry and cooldown periods.