Documentation Team and notifications

Owners and follow-ups

Give every lead an owner and a follow-up date, so nobody forgets to call back.

Available from the Pro plan. Compare plans

Many deals are lost not to a competitor but to a call that never happened. With Leadwon Pro, every lead can have an owner and a follow-up date.

Assign a lead

Open the lead and choose the Owner: any user of your site who can see leads. Reminders for this lead go to the owner from then on.

Plan a follow-up

Under Follow-up, choose Tomorrow, In 3 days, In a week or a date of your own, and save. On that day the owner gets an email, or you, if nobody else is chosen, and the lead is listed under Follow-ups due. Remove reminder takes the date off again. Leads that are won, lost or spam are no longer reminded.

Leads nobody answered

When a new lead is still New after 24 hours, Leadwon sends a reminder with all unanswered enquiries. Change the time, or turn it off, under Leads → Settings → Reminders.

Response time

Leadwon shows how quickly each lead was answered and how quickly your team answers on average, so you can see whether quicker answers bring more customers.

An AI assistant connected to your site can assign leads and plan follow-ups as well, see AI assistants.