Acquisition data and customer follow-up
Inspect inquiry sources, import data correctly and turn conversations into assigned work.
Choose a task
Maintain contacts, notes and acquisition context
Add secondary contacts, preserve the conversation and inspect source/campaign attribution without creating duplicate leads.
Import lead data and review duplicates or bulk changes
Load a file or sheet, inspect mappings and transformed data, then commit a controlled import and reconcile the result.
Find, assign and work leads through follow-up
Use the right queue, change ownership and status, and turn a note into a dated next action.
Review a call transcript and turn it into follow-up
Inspect the recorded call, transcript and extracted facts, then save the next action on the correct lead.
Configure an integration and verify the handoff
Define the records, owner, contract and recovery behavior for storefront, payment, fulfillment or external-system integrations.
Shared instructions identify installation-specific integration boundaries; customer-only details are not in the public build.