OmexaOS Leads
Tasks and timeline
Log notes, calls and emails on a lead, set tasks with due dates and owners, and see it all on one timeline.
Everything done to a lead, and everything still to do.
- Notes, calls, emails and tasks logged against the lead
- Tasks with a due date and the person who owns them
- One timeline of every change and conversation
- A task list of what each person has promised to do next
One place to look
Stage moves, assignments, documents checked and every note sit on one timeline, newest first, with who did what.
Follow-ups that happen
Give a task to yourself or a colleague who can see the lead. It appears in their task list until it is done.
History you can trust
People edit their own entries; managers can tidy anyone’s. The record of what happened is never lost in somebody’s inbox.
Works well with
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.Duplicate detectionSpot the same person twice and fold them into one lead.One person is not rung three times by three colleagues, and your numbers stop counting the same enquiry twice.WebhooksTell your other systems what happens to a lead, as it happens.Your finance, timetabling or student system hears about a won lead automatically, instead of somebody rekeying it.