Workspace settings

Choose who gets new leads from every source: round-robin (take turns) or load-balanced (the person with the fewest open leads). Turn it off to assign leads yourself. See also Automation rules for source-specific assignment.

Leads that breach the SLA get a badge, their owner is notified, and breaches appear in the daily summary.

Adjust how the 0–100 lead score is built: points for the source, per engagement (reply, form submission), for recent activity and for progress through the pipeline. Scores recalculate as leads change. See Score and temperature.

Add your own lead fields — text, number, date or dropdown — such as “Budget”, “City” or “Course interested in”. They appear on every lead and can be filled in automatically from web form answers.

Reusable emails your team can insert when writing to a lead. See Email leads from your own mailbox.

A record of lead deliveries received from your connected sources (ads, portals, forms) with the time and result. When a partner says “we sent it”, check here first — you'll see whether it arrived and, if it was rejected, why.