Widget: Unassigned Leads

Manage open and unassigned sales leads directly from a SyteLine or Mongoose widget.

The Unassigned Leads widget displays open Lead records and allows users to update the Lead status and assign a salesperson without navigating through multiple forms. It gives sales teams a faster way to review and route new opportunities for follow-up.

Key Capabilities

• Displays open and unassigned Leads
• Allows users to update Lead status
• Assigns a salesperson directly from the widget
• Helps sales teams respond to new Leads faster
• Reduces time spent navigating multiple CSI forms
• Improves visibility into unassigned sales activity

Widget and Technical Details

This solution is built as a SyteLine/Mongoose form-based widget.

The package includes instructions for downloading, installing, and configuring the widget in your environment. The new SyteLine V2 Container Widget is used to assign and display the form.

Digital Download and Installation

This product is a self-service digital download. Professional services are not included.

The download includes an installation guide with instructions for importing, configuring, and displaying the widget in your CSI or SyteLine environment.