Settings

Your business profile and how LeadFlow decides what needs attention.

Business

Team

Leads are assigned round-robin.

  • Marcus ReedOwner
  • Devon HaleField crew
  • Luis OrtegaField crew
  • Sam WhitfieldField crew

Follow-up rules

  • A new lead is flagged for a response until you reply.
  • A quote with no reply after 3 days becomes a follow-up.
  • No activity for 5 days puts a lead at risk; 7 days is critical.

Demo data

Restore the original demo leads, customers and notifications.