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Lead Management Portal
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Web Leads
View only - use Edit Panel to make changesEdit Lead
Editing lead:
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Set to "Staff Handling" to stop Lucy calling
Changes saved!
Enter a phone number from the table to edit that lead
Quick Reference
To stop Lucy calling:
Set Tag to "Staff Handling"
Red "Missed" leads:
Lucy tried but you weren't available - please call back
Need help?
Email emanuel@theambitions.ai
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