Lead Manager

How Lead Manager works

The steps, in order, with nothing implied that Koovira does not do.

How it works

Four or five steps, and what each one actually does.

  1. Sign inLead Manager opens inside your merchant account with your existing roles and permissions.
  2. Receive enquiriesEnquiries from your listings and modules arrive as leads.
  3. Assign and follow upGive each lead an owner, a priority and a next action.
  4. MeasureSee conversion by source so you know what is worth doing more of.

Questions

Answered plainly, including the things Koovira does not do.

Is my lead data public?

No. Leads, contact details, notes and pipeline data are private to your business account and its permissions. Nothing on this public page exposes them.

Do I need a separate CRM login?

No. It is part of your Koovira merchant account.

Can my team use it?

Yes, with the department and role permissions you already set on your account.