In Salesgenie Team, each user has a personalized view of the leads and lists that have been assigned to them. This ensures that every salesperson stays focused on their pipeline, while managers retain complete visibility into all activity.

Assigned leads tab

To view all leads assigned to you:

1. Go to the “Assigned Leads” tab in your Salesgenie account
2. Here, you’ll see every lead that your manager or admin has specifically assigned to you
3. You can filter, sort, and work these leads directly within this view

Imported or saved lists

• If your manager or admin has imported customer data or created saved lists, those records can also be assigned to you
• Once assigned, they’ll appear under your Assigned Leads tab for easy access
• You’ll only see the records assigned to you; other users’ leads remain private to keep everyone focused

This structure ensures clarity: admins manage and assign lists, while users concentrate on the leads they are assigned to work with.