My question is about how we can set up our workiz account to have better lead follow ups. Like instead of text notifications, can we have a dashboard that helps us manage our leads better? Like the tasks section essentially a lead/ sales pipeline management.

What’s currently available is the Leads tab in the main dashboard sidebar. From there, we can view and organize leads based on their different statuses, which can give us a more centralized view of where each lead stands.

That said, would like something more like a dedicated lead-sales pipeline or task dashboard rather than relying mainly on text notifications. We've been recommend to use Automations for follow-ups, since they can help ensure leads are contacted at the right stages without having to manually track each one. However, the Leads tab can be useful for getting a broader overview of your active leads.