Track Leads
Keep every lead in one place.
Dashboard
Good evening, Pavel
Your lead activity overview.
Eastern Time
P
Pavel
Admin
Today’s Calls
0
Total dials logged today
People Called
0
Unique leads contacted
Answered
0
Conversations today
No Answer
0
Need another attempt
Follow-ups
0
Scheduled follow-ups
Appointments
0
Upcoming appointments
Agent Tracker
Team Call Tracker
Only your current team is shown here: you and your same-agency downline. Child agencies stay separate.
Today
Team Total
Your visible team numbers added together.
Live Summary
Calls0
Answered0
No Answer0
Appointments0
Demonstrations0
Policies Sold0
Investment0
New Leads0
Old Leads0
Annual Premium0
Add Agent
Add a manual agent card for Paola to track.
Agents
Search and manage agent performance for the selected period.
Agent Tracker
Edit Agent
Switch dates to auto-save each day, then save the agent when finished.
Reporte para copiar
Reporte en español para pegar en el grupo.
Your Coach
Your personal coach is here to help you grow every day.
What’s Improved
What Needs Improvement
Coach’s Advice
Focus on the next best action and let consistency build momentum.YOU GOT THIS!
Monthly AP Goal
Set your Annual Premium goal for this month.
Your Goal (AP)
$0
Set your goal for this month
Progress (AP)
$0
$0 to go
Days Left
0
of 0
0%
Monthly Goal Completed!
You reached your AP goal. Outstanding work!
✦ ✧ ✦
Performance Overview
Daily performance compared with the previous day.
Answer Rate
0%
0% vs previous period
Sold Rate
0%
0% vs previous period
Contact Rate
0%
0% vs previous period
Today’s Performance Trend
Each point is one dayScroll to zoom · Shift + scroll or drag to pan
Calls
Answered
Sold
Calls0
Answered0
Sold0
0%
0%
Monthly Business Tracker
Premium and estimated return for the selected period.
Premium Sold
$0
0% vs previous period
Annual Premium$0
Policies Sold0
Lead Investment
$0
Estimated ROI0x
Annual Premium Trend
Latest periods through today
Scroll to zoom · Shift + scroll or drag to pan
$0 AP
Leaderboard
Rank agents by Annual Premium (AP) and Policies Sold.
Total Annual Premium (AP)
$0
0% vs last month
Policies Sold
0
0% vs last month
Active Agents
0
0 vs last month
Avg. AP per Policy
$0
0% vs last month
Total Calls
0
0% vs last month
| Rank | Agent | Annual Premium (AP) | Policies Sold |
|---|
No sold policies were found for this period.
New Lead Intake
Create the lead, choose the first action, and let the CRM route it automatically.
1
Lead Info
Quick Note
(Optional)
0/150
2
Action
3
Smart Routing Preview
Here’s what will happen next:
Route
Today’s Calls → Block 2
Next Attempt
Block 2
Your Time
--
Client Time
--
✓
The call, result, and note will be saved without creating a next action or call block.
i
Lead will be created, logged, and routed automatically.
Will log: 1 call(s) · No Answer
Quick note is optional
All Leads
⌕
Showing 0 to 0 of 0 leads
CONNECTED USERS
Received From Agents
Open live Lead folders shared directly with your connected account.
No connected Shared Lead folders yet.
CONNECTED USERS
Share Your CRM Leads
Select another connected user and share one or more of your Leads. The full Lead stays live, including every note, call, form, appointment, follow-up, and future update.
0 selected
Choose the Leads you want this user to access.
Your active Leads will appear here.
LIVE ACCESS
Leads You Shared
Select a connected user to review every Lead you shared with them, open the original Lead, or remove access.
No connected Leads shared yet.
MANUAL ENTRY
Create a Manual Shared Lead Folder
Keep using manual folders for Leads received outside LeadFlow or from a person who does not have a connected account.
Manual Shared Lead Folders
Manual folders stay separate from connected live Lead sharing.
No manual Shared Lead folders yet.
SHARED LEADS
Pavel
Manual FolderSeparate shared Lead folder.
Today’s Calls
0
Shared dials logged today
People Called
0
Unique shared Leads contacted
Answered
0
Shared conversations today
No Answer
0
Need another attempt
Follow-ups
0
Shared follow-ups
Appointments
0
Shared appointments
Add Shared Lead
Only add the details you need from the shared list.
All Shared Leads
⌕
Showing 0 to 0 of 0 shared Leads
Shared Today’s Calls
These blocks only show Leads from this shared folder.
Log Shared Call
Sale Split
Owner and your split must total 100%.
Shared Answered Leads
Answered, interested, appointments, sold, and not interested from this folder only.
Shared Unanswered
No answer, voicemail, and text sent from this folder only.
Lead Summary
--
Active
State
Phone
—
Email
—
Age
—
Created
Shared By
Age
Reason
Latest Result
New
Total Calls
0
Log Activity
Sale Split
Owner and your split must total 100%.
Current Place of Lead
Shows the most recent result or action taken.
Activity Timeline
All calls and manually entered notes.
Date and Time
Calls Made
Call Result
Next Action
Manual Note
Today’s Calls
Your daily call board by block and lead age.
Log Call / Move
Lead Name—
State—
Your Time—EST / NJ
Client Time——
Age—
Enter the appointment date and time in the client’s local time. The app will convert it to your NJ time.
Enter the follow-up time in the client’s local time.
Unanswered
Leads whose latest result is No Answer.
Schedule
Only real appointments and follow-ups. Regular call blocks stay in Today’s Calls.
Account Information
Update how your personal information appears in LeadFlow.
Profile Photo
P
Initials are generated from your display name.
Account Security
Keep your account secure by updating your password.
Appearance Preferences
Personalize the way LeadFlow looks and feels.
Notifications
Choose how you receive account updates and reminders.
Time Zone
Choose how dates and times are displayed in your account.
Privacy
Review how your LeadFlow account data is separated and protected.
Private Workspace
Agents only see leads, notes, forms, schedules, and follow-ups assigned to their own account.
Role Protection
Administrative user controls remain available only to administrators.
Connected Devices
Review the session currently connected to LeadFlow.
Current Browser Session
Active now
Current device
Integrations
Connections with carriers, lead vendors, calendars, and communication tools will appear here.
No integrations connected
Your existing CRM workflows continue to operate normally.
Invite Link
Choose who the new account reports to and which role the link creates.
AgencyYour Agency
Agency Owners can create Agent or Manager links and choose any active Agency Owner or Manager in this agency as the direct upline.
Automatic placement
The person who signs up cannot change the agency, role, or upline. LeadFlow uses the settings saved in this link.
Agency Owner control
An Agency Owner can create an Agent or Manager link and route the new account under the Owner or an active Manager in the same agency.
Replacing is immediate
Creating a new configuration disables the current link immediately. Previously created accounts are not affected.
Agency Organization
Agents join through personal upline links. Promote them as they move up without rebuilding accounts.
0
Agencies
Under main agency
0
Managers
Across organization
0
Agents
Across organization
Create Main Agency
Create the agency and its first Agency Owner together. The owner can build the organization from there.
Organization
See your agency structure clearly, find users quickly, and manage each agency from one place.
The agency hierarchy will show here.
Legacy Manual Tracker History
Move historical manual tracker data into the correct connected CRM account, then retire the legacy tracker.
Manual tracker agents will show here.
About LeadFlow
Product and account information.
LeadFlow CRM
Lead workflow, calling, follow-ups, team accountability, goals, and production tracking for insurance agencies.
Version 1.0Lead Summary
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Active
State
Phone
—
Email
—
Age
—
Created
Received
Source
Type
Latest Result
New
Total Calls
0
Log Activity
Current Place of Lead
Shows the most recent result or action taken.
Activity Timeline
All calls and manually entered notes.
Date and Time
Calls Made
Call Result
Next Action
Manual Note