The leads your team collects are in one place. Lead Context shows you, for each contact, which of your colleagues already met them.
#Who sees which contacts
- A User sees only the leads they captured.
- A Manager and an Administrator see the whole team's leads.
An administrator can turn on Share contacts across the team in Team settings. Then every member can see and export the whole team's contacts. Read more in Team settings.
#Contacts in the dashboard
At dash.swopi.co, open Contacts in the left menu. To work with tags, export and import, see Managing contacts.
#Contacts in the app
In Contacts, switch at the top between My leads and All team leads. In All team leads you see your colleagues' leads that you have access to under the rules above, each with the name of the person who captured it. Colleagues' leads are view only. You can edit only your own.
#Lead Context
- In the app, open a lead.
- Switch to the Context tab.
- In Team timeline you see who on your team met the same person, when and how: a scanned business card, badge or QR code, a form, or added by hand.
Swopi finds the same person by email, LinkedIn link or the exact same name. If nobody else has met them yet, you see "Only you have met this lead so far."
The same tab also shows CRM sync, so you know if and where the lead was sent.
This way two salespeople don't contact the same customer without knowing it, and everyone knows who already talked to them.