See who spoke to each lead — and whose calls turn into consults.
Log every call, email or text to a lead in one tap, and Reports now breaks the funnel down by team member — leads worked, attempts made, how many reached a consult and hired — so you can see which approach converts, not just the firm-wide rate.
A stage on the board says where a lead is. It never said who got it there, or how many tries it took. Now every call, email or text is a logged contact: press Log contact on the lead (or the phone button on its row in the list), pick the channel and the outcome — reached, voicemail, no answer — and add a note if there is one. It lands on the timeline as who reached out, how, and what happened, and reaching a new lead moves it to Contacted for you. Reports gains a By team member table where each lead is credited to whoever logged its first contact, with attempts, contacted, consult, held and hired laid out as step rates — and a Consult hosts card shows how the consultations themselves convert, by who ran them.
- One-tap logging — the channel is pre-selected from how the prospect asked to be reached; a reached call on a new lead moves it to Contacted and resets its follow-up timer
- Credit follows the first contact, not the assignee — reassigning a lead does not move its numbers, and a lead nobody has contacted yet is credited to its assignee
- Attempts count too, so a week of voicemails shows as work done; the conversion rate on the Reports header and your dashboard widget now come from the same firm totals