OmexaOS Leads
Saved views and bulk actions
Save the filters you use every day as named views, share them with the team, and move, tag or assign many leads together.
The list you need in one click, and changes to many leads at once.
- Save any combination of filters as a named view
- Share a view with the whole workspace
- Select many leads to move, tag or assign together
Stop rebuilding filters
This week’s unassigned leads from one campaign, or everything waiting on documents: save it once and open it whenever you need it.
Everyone on the same list
Share a view so the whole team works from the same definition of what needs doing today.
Change many at once
Select leads and move them to a stage, tag them or give them an owner in one step, each change recorded on its lead.
Works well with
Lead scoringPoints that put the most promising leads first.Your team spends its limited calling hours on the enquiries most likely to close, not on whoever is top of the list.ReportsHow leads turn out, and where they come from.You can see which source earns its budget and which stage leaks, so spending decisions stop being guesses.Pipelines and stagesEvery lead on one board, in the stages you work in.Anyone can answer “where has that one got to?” without calling a meeting, and leads stop falling between the people who touched them.