Pick a rep above to dial only their leads — anyone can switch to any rep’s set. Tap Call to dial. Keyboard: C to call, 1–8 to log an outcome, → to skip, ← to go back.
Roster
Pull leads aside from any list to research their contact, email and platform before calling. Add a lead to the roster from its card. When it is fully groomed, mark it Ready — it stays in its home list; this is only your prep queue across all lists.
Callback queue
The active pipeline holds dialer leads at Callback, Contacted or Interested, plus anything added manually below — including bird dogs a rep sourced themselves. Tap a dialer lead to open it; use the buttons on manual entries to mark them won or lost, or to delete them.
Email campaign
Browsers cannot send in bulk. Use Mail each to open your mail app once per lead, or export a CSV for Mailchimp or Instantly. Only leads with an email address are included, and an unsubscribe line is appended automatically.
Phone lists
Transfer leads
Hand a rep’s leads to someone else. Call history, notes, stages and callbacks travel with every lead.