Agents & Followups
Add telecallers, let round-robin assignment spread the workload, and work the followup queue.
Go to Marketing CRM → Agents (route /crm/agents) to add the people who'll actually call your leads.
Automatic assignment
New leads are handed out round-robin across your active agents automatically — no one agent gets buried with leads while another sits idle. You can still reassign an individual lead by hand from its detail view.
Followups
Marketing CRM → Followups (route /crm/followups) lists every lead with a scheduled callback, sorted by when it's due. Work from this list at the start of a shift rather than scrolling the full Leads table — anything that falls overdue also surfaces back in Leads under the Overdue tab.
Performance
Marketing CRM → Performance breaks down calls made, leads converted, and response speed per agent — use it to see who needs coaching and who's carrying the team.