Lead Management

Route leads to brokers by industry and territory

Select Lead

Sample Lead #1

Laundromat - Buying

Sample Lead #2

Car Wash - Selling

💡 Leads will be populated from InsiderBizDeals integration

Lead Details & Auto-Route

Select a lead to view details and route to brokers

How Lead Routing Works

  • 1.Select a lead from the list or import from InsiderBizDeals
  • 2.Enter the business type and location
  • 3.System automatically finds all approved brokers specializing in that industry
  • 4.Lead is assigned to all matching brokers simultaneously
  • 5.Brokers receive notification and can view lead in their dashboard