Lead Follow-Up Desk
Keep imported sales leads organised. Track who owns each lead, its sales stage and the next follow-up date, with private notes.
Plugin
Lead Follow-Up Desk
Keep imported sales leads organised. Track who owns each lead, its sales stage and the next follow-up date, with private notes.
Description
Lead Follow-Up Desk
Keep track of what happens after an enquiry becomes a sales lead. Import leads into a private workspace, record an owner and sales stage, and keep the next follow-up date and notes together.
What you can do
- Track new, contacted, qualified and closed leads.
- Keep ownership, follow-up dates and private notes with each lead.
- Repeat an import without overwriting existing follow-up work.
- Optionally send a lead to an HTTPS CRM webhook and review the delivery receipt.
Use
In the current release, open “Lead Desk”; import a JSON array. Open each lead to manage follow-up. Configure optional webhookUrl and encrypted webhookToken in plugin settings.
Limits
Administrator access only. Validates whole imports of one to three leads. The destination must honour Idempotency-Key; exactly-once delivery is not promised. Five delivery attempts; interrupted sending can retry after ten minutes. No automatic compatibility with other form builders.
Licence: MIT. Publisher: AgenticEcom (agenticecom.net).
Installation
Install the verified registry release from EmDash Plugins. Review the requested capabilities before activation.
Security
Report security issues through https://agenticecom.net/contact-us. Do not include credentials or private content in public reports.
Changelog
0.1.1: Corrected product-specific icon; runtime and requested permissions unchanged.
0.1.0: Initial AgenticEcom workbench release. Local EmDash 1.1/Workerd verification; see README for scope and limits.