Queues
Katie's inbox — only the queues Katie staffs. Leads enter automatically (new inbound → New Leads; stage moves feed Processing) and leave when claimed, assigned, snoozed out, archived, or resolved. Claim as Michael or hand to a teammate — ownership history is always recorded.
New Leads0 waiting
Fresh demand — first touch happens here
Staffed byMichael ★Katie
Empty
Processing0 waiting
Files being worked toward underwriting
Staffed byStacy ★Katie
Empty
Follow-Up0 waiting
Post-application & approval touches
Staffed byMichaelKatie
Empty
Unassigned0 waiting
Triage — needs routing to a lane
Staffed byKatie ★
Empty