VELOCITYVelocity Sales Agency
Keep the leads moving.
See what is new, what needs attention and what actually turned into revenue.
Total Leads
284
Visible to your account
New / Untouched
18
Needs first action
Appointments
27
Currently set
Closed Revenue
$48,200
19 sold leads
Recent leads
| Lead | Client | Status | Owner | Received |
|---|
Lead Pipeline
Every lead. Every touch.
Work the lead, update the status and keep the next action visible.
| Lead | Client | Status | Assigned To | Age |
|---|
Velocity Admin
Clients and lead inventory.
Allocate what they bought and see exactly how many leads remain.
| Client | Lead Balance | CRM | Sales | Revenue |
|---|---|---|---|---|
| Sunline Roofing 500-lead package | 337 remaining | Included | 11 | $31,400 |
| Desert Auto Group 250-lead package | 102 remaining | — | 8 | $16,800 |
Account Access
Different logins. Different views.
Managers see their company. Agents see only the leads assigned to them.
| Name | Role | Company | Today |
|---|---|---|---|
| Jordan Lee jordan@sunlineroofing.com | Client Manager | Sunline Roofing | 18 leads visible |
| Mike Evans mike@sunlineroofing.com | Client Agent | Sunline Roofing | 6 assigned |
| Taylor Brooks taylor@velocitysalesagency.com | Velocity Agent | Velocity | 14 assigned |
Performance
What happened to the leads?
Contact, appointment and close rates make it obvious whether leads are actually being worked.
Contact Rate
72.4%
Appointment Rate
21.8%
Close Rate
9.7%
Revenue
$48,200