Team lead view
Your team
A sample team, so the board has something to show. On your own hub these rows are your agents — the content side read from their hubs, the lead side from your CRM.
Where to spend your next hour
1 of 6 is clear — leave them alone.
- 1Priya ShahCRM3 new leads with no contact yet3 of 5 this week. Ask what is getting in the way before the next batch lands.
- 2Ben OkaforCRMSlowest first reply: 5hWorth walking through what their morning looks like — this is usually a routine, not an attitude.
- 3Marcus TranHubThe gate caught 2 pieces — same phrase twiceBoth used "perfect for families". One is a slip; twice is a habit worth ten minutes.
This week, everyone
| Agent | Mon–Fri | Out | Waiting on you | Gate caught | New leads | Uncontacted | Slowest reply |
|---|---|---|---|---|---|---|---|
| Dana Reyes | Mon: nothing planned, Tue: open slot, Wed: nothing planned, Thu: open slot, Fri: nothing planned | 0 | 0 | 0 | 6 | 0 | — |
| Marcus Tran | Mon: nothing planned, Tue: went out, Wed: nothing planned, Thu: nothing planned, Fri: nothing planned | 1 | 0 | 2 | 2 | 0 | — |
| Priya Shah | Mon: nothing planned, Tue: went out, Wed: nothing planned, Thu: went out, Fri: nothing planned | 2 | 0 | 0 | 5 | 3 | 5h |
| Ben Okafor | Mon: nothing planned, Tue: went out, Wed: nothing planned, Thu: went out, Fri: nothing planned | 2 | 0 | 0 | 5 | 0 | 5h |
| Cole Whitaker | Mon: nothing planned, Tue: went out, Wed: nothing planned, Thu: nothing planned, Fri: waiting on you | 1 | 4 | 0 | 4 | 0 | — |
| Ana Delgadoclear | Mon: nothing planned, Tue: went out, Wed: nothing planned, Thu: went out, Fri: nothing planned | 2 | 0 | 0 | 5 | 0 | — |
- Hub
- Out, Waiting on you and Gate caught — read from each agent’s own hub.
- CRM
- New leads, Uncontacted and Slowest reply — the shape Follow Up Boss returns. Not connected on this sample.
went out · open slot · waiting on your sign-off