It is important to sign into the Gopher Leads web platform to manage these leads. It will be your responsibility to assign leads to your sales team.
When new leads come in they will appear in your web platform similar to Fig1. below. You will also receive a notification via email.
Fig1.Web Platform Home (Pipeline View)
Follow the steps below to assign a new lead to a salesperson:
1. Access the detailed lead view by clicking on the specific lead in your dashboard or incoming lead notification email.
2. Once in the detailed lead view, click the drop-down menu to see a list of your sales team (see Fig2.)
Fig2. Assigning a new lead
3. Click the desired salesperson you want to assign the new lead to.
4. Confirm by clicking "OK."
Once sales have progressed the lead through the sale cycle it will be your responsibility to approve or deny the pending proposal.