Operations & RevOps
What counts as a lead — and why the definition matters more than you think
A fuzzy definition of a lead quietly distorts distribution, reporting, and cost. Here's how to define it well — and why it's worth the effort.
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For operations — start hereA configuration path for intake normalization, tag routing, connector delivery, and read-only history.For firm owners — start hereA dependency-aware path through team, routing, cost, CRM, and reporting controls.For agents — start hereA role-based path from a new lead offer to completed work and personal results.Follow one lead end to endA guided HoneyFalcon journey following one synthetic lead from capture to measurement.Data visibility and secretsUnderstand company isolation, role visibility, and safe evidence sharing.Webhook keysGenerate, identify, rotate, and revoke inbound lead API keys.Profile and passwordKeep your personal account details and sign-in credential current.Account and securityMaintain your account and handle company credentials without exposing secrets.Subscription and invoicesReview the active plan, usage, recent billing history, and Stripe invoices.Company costs and investmentsReview organization-wide lead costs, investments, and member-level results.Agent analyticsInterpret personal lead activity and outcomes in the selected period.Reporting and billingRead personal and company performance, costs, subscription, and billing history.