Leads Manager
Every lead with an owner, a reminder and an outcome
Leads from Meta Lead Ads, the public API, conversations and manual entry land on one board. Managers see their own leads, leave feedback and don't miss a follow-up.
- Source
- Meta Lead Ads · form “Consultation request”
- Owner
- Nino B.
- Stage
- Contacted
- Phone
- +995 5XX XX XX XX
Feedback
- Nino B.Called — prefers mornings, will confirm tomorrow.
- Nino B.Sent the clinic address on WhatsApp.
What you get
Every source in one place
Meta Lead Ads forms, the public Lead API, conversations and manual entry.
Assignment and visibility
The Leads Manager role sees assigned leads only. When a lead is reassigned, the previous owner's access ends.
Reminders
Due and overdue reminders with visual and sound alerts while Chatflow is open.
Feedback and timeline
Calls, notes and stage changes in one history.
Duplicates
Probable duplicates are suggested, not merged silently.
How it works
- Step 1A lead arrives with its source
- Step 2It is assigned to a manager
- Step 3Feedback and stage changes
- Step 4Reminder, then outcome
Frequently asked questions
Can a manager see colleagues' leads?
Not by default. The Leads Manager role sees assigned leads; an admin can change the role within the package.
What happens when a lead is reassigned?
The previous owner loses access, and the server rejects their changes.
Do reminders work when the browser is closed?
Alerts appear while Chatflow is open. We don't promise push notifications that are not set up.
See it on your own scenario
We will walk through your channels, team and lead flow in a short demo.