Lead Management

View, manage, and create new leads.

Create Lead
All Leads
A list of all leads in the system.
CustomerInterestAssigned BuddyStatusActions
Alice Johnson
alice.j@example.com
Life InsuranceBuddy 1
New
Bob Williams
bob.w@example.com
Health InsuranceBuddy 2
Contacted
Charlie Brown
charlie.b@example.com
Investment PlanBuddy 1
Awaiting Consent
Diana Prince
diana.p@example.com
Life InsuranceBuddy 3
Converted
Ethan Hunt
ethan.h@example.com
Health InsuranceBuddy 2
Closed
Fiona Glenanne
fiona.g@example.com
Investment PlanBuddy 3
New