Z

ZyberCRM

Revenue OS

DashboardLeadsAnalyticsPerformanceSLA RulesIntegrationsWebhooksTeam
F

Founder Admin

FOUNDER

Leads Management

Clear

Total Leads

1

High Priority

1

New This Week

0

Inactive 48h+

1

1 Leads

LeadStageOwnerPriorityCadenceUpdated
Ananya Kapoor

Velocity Estates · referral

Stage

82d

Smita Calling AgentHIGH2/7d19 Jan

Timeline

  1. Product Deep Dive- Meeting13 Jan, 05:05 pm
  2. Discovery Call- Meeting12 Jan, 05:05 pm
  3. Note- Priya LeadOps11 Jan, 05:05 pm

    Initial note logged for Ananya Kapoor

  4. Lead created- Priya LeadOps11 Jan, 05:05 pm

Capture lead

New Lead Intake

This feeds Phase 1 lead management with ownership and stage context.

Bulk import

Import Leads from CSV

Upload a CSV file to bulk import leads. Map columns to lead fields below.

Agent Assignment

Assign Leads to Agents

Select an agent and choose which leads to assign to them for calling.