FAQs: Activities

1. Can I Assign Leads To Specific Team Members In MIZO CRM?

Yes — MIZO CRM allows you to assign leads to individual users or team members so everyone knows who’s responsible for follow-up, and managers can easily track performance.

  1. Assign Leads Manually

     ✷ When adding or editing a lead in MIZO CRM:

    🔹Select a user from the “Assign To” dropdown
    🔹Choose based on role, department, or territory
    🔹You can reassign leads later if team roles change

     This is useful for walk-in entries, phone inquiries, or bulk uploads.

  1. Filter Leads by Assigned Member

      ✷ Inside the CRM, you can:

    🔹View all leads assigned to a specific user
     🔹Use filters to sort leads by status, source, or assigned executive
    🔹Download filtered lead lists (if needed for review or reporting)

  1. Track Individual Team Activity

    ✷ MIZO CRM helps managers and admins monitor :

   🔹Who is working on which lead
   🔹What follow-ups and updates have been made
   🔹 Daily or weekly volume handled per team member

    This gives visibility into user workload and response performance.

2. How Does MIZO CRM Control Access Based On User Roles?

You can define what each user can see or edit:

🔹Sales users see only their assigned leads
🔹 Managers/Admins have full access to all leads and team dashboards
🔹 You can restrict editing, deleting, or reassigning rights per role

This keeps data organized and ensures each user focuses on their own tasks.