Leads
Follow up every enquiry on time
Capture leads quickly, assign them to the right person, schedule the next action and move each opportunity towards conversion.
Drag a card, or tap a card then a column
Capture a lead in seconds
A name plus a mobile number or email is enough to create a lead. Add more details later as the conversation develops.
Use a clear sales process
Move leads through stages such as New, Contacted, Qualified, Proposal Sent, Negotiation, Won or Lost. Edit the stages to match your own process and view the pipeline as a list or Kanban board.
- New
- Contacted
- Qualified
- Proposal Sent
- Negotiation
- Won
- Lost
Know whom to call next
Set priority, source, owner and the next follow-up date. Summary tiles show open leads, overdue follow-ups, work due today and leads won this month.
Keep the complete activity history
Record calls, notes, emails and meetings. Stage changes and owner changes are added automatically, making it easier for another team member to continue the conversation.
- Call · Interested, needs ₹48 LPriya Patel
- Stage changed: New → ContactedAdded automatically
- Owner changed: Priya → RahulAdded automatically
- Email · Document list sentRahul Verma
- Meeting · Collect salary slipsRahul Verma
Bring website enquiries into AgentDesk
Create a branded enquiry form and add it to a website or landing page. Set the default lead owner, stage, source and priority. Campaign details and submission results help the team understand where enquiries came from and whether they were accepted.
Get Facebook and Instagram leads instantly
Connect your Facebook Pages with Meta Lead Ads. Each new lead from your Facebook and Instagram lead ads arrives in AgentDesk within moments, so your team can call while the enquiry is fresh.
- Choose which Facebook Pages send leads, and switch each form on or off.
- Match each form’s questions to your own lead fields; other answers are saved on the lead.
- Set the default owner, stage, source and priority for every form.
- Email up to 10 people when a new lead arrives.
- See the campaign, ad set and ad each lead came from in your source reports.
- Import leads from the last 90 days, and retry any lead that did not come through.
Convert without retyping
When the lead is won, create a customer using the information already collected. Documents and meeting history move with the record. A loan enquiry can also create a loan case during conversion.
- Contact and KYC detailsMoves across
- Uploaded documents · 4Moves across
- Meeting history · 3Moves across
Related pages
Give every lead a clear owner and next action
Build a follow-up process your whole team can use.
