Assigned Leads
Feature Guide
The specific prospects a manager wants you on — the right accounts, not a whole county.
Edgebrook Software · Sales Workspace
Example screen uses made-up restaurants

Assigned Leads — what it is

Not a whole county — a curated handful. Leads is where a manager points you at the accounts worth your time today, so you open the app already knowing who to dial first.

Assigned leads: a curated handful — name, operator type, city, phone — each with the manager’s name attached. (Made-up restaurants shown.)

Each row shows the restaurant, whether it’s independent or multi-unit, its type and city, and a phone number, with the assigning manager’s name attached. Open → loads the full Call Sheet for that prospect — details, notes, and next action on one screen.

This is how direction reaches a rep without noise: the new opening across town, the multi-unit group worth a senior rep’s attention, the three “call these today” names from this morning’s stand-up. A short, deliberate list beats a dump of the whole database every time.

Feature guide — the screen shown is a faithful mock-up with made-up restaurants and reps (no client data). How the underlying data is gathered and kept current is Edgebrook’s proprietary process, intentionally not detailed here.