Assigning leads and logging notes

Open any lead and use the Assign control to hand it to a specific employee — useful when a lead needs a particular rep's attention (existing customer, VIP, language match, etc.). This overrides round-robin for that one lead.

Logging notes

Every call, WhatsApp message, or site visit is worth recording:

1. Open the lead
2. Scroll to Activity
3. Add a note — it's timestamped and attributed to you automatically

Notes build a full history so anyone who picks up the lead later (including you, six weeks from now) knows exactly where things stand.