CN Lead Management

Create a Private App (Settings → Legacy Apps → Create → Private) with the scopes below. The green ones are new — required for inline assignment from this dashboard.

crm.objects.contacts.read
crm.objects.contacts.write
crm.objects.leads.read
crm.objects.leads.write
crm.objects.owners.read
crm.objects.deals.read
crm.objects.companies.read
crm.objects.forecasts.read

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Update Connection

DEMO DATA
Total Leads
in queue
Unassigned
need owner
Priority Call
score ≥ 60, no contact
Needs Sequence
score 20–59, not enrolled
Gone Cold
no touch 14d+
Score Contact Company Action Needed Sequence Last Touch Stage Owner
Rep Workload
Status Breakdown
Score Bands
This Week