What is Lead Management?
Lead Management gives your team a single system to capture, organize, and work through every group golf, tournament, and outing inquiry that comes your way. Instead of juggling spreadsheets, email threads, and sticky notes, every lead lives in one place — from initial submission all the way through to a booked event.
Here's what it does at a high level:
Captures inquiries automatically through customized web forms embedded on your website
Centralizes every lead so your team has real-time visibility into what's open, what's in progress, and what's been closed
Keeps your team organized with lead assignments, notes, follow-up reminders, and automated guest messaging
Logging In
To access Lead Management, head to admin.noteefy.app and log in using the email address associated with your account. You'll be prompted to select a method to receive a login code — choose either email or text, enter the code, and you're in.
If you haven't received an invitation to set up your account yet, reach out to your Noteefy Customer Success Manager and they'll get you set up.
Navigating the Product
Once you're logged in, you'll notice a Leads section on the left-hand side of the navigation panel. Click that dropdown and you'll see a few key areas:
All Leads — This shows every lead in your system regardless of status — new, in progress, or closed.
NOTE: If your account administrator has disabled the 'All Leads' tab for agents, agents will not see this.
My Teams — This view shows all leads in the team(s) you have been set up to be apart of.
Note: If your account administrator has disabled the 'My Teams' tab for agents, agents will not see this.
Assigned to Me — This view will show you all the leads that are assigned to you.
Forms — This shows the web forms that have been set up for your property (for example, a Group Golf form and a Tournaments & Outings form). You can see submission counts and access form settings from here.
NOTE: If your account administrator has disabled the 'Forms' tab for agents, agents will not see this.
Admin Settings — This is where you'll manage adding and removing users, as well as any shared mailboxes or email signatures you want to manage as part of your outlook integration (if that is something you are using)
Understanding User Roles
There are three roles in Lead Management, each designed for a different level of access:
Role | What They Can Do |
Admin | Full access to everything — all leads, all forms, settings, user management, and configuration. Best for the person overseeing the entire lead management process. |
Manager | Can work their own leads and also see and manage leads assigned to their team. Useful if you have a team lead who needs visibility across a group. |
Agent | Focused access — agents see and work only the leads assigned to them. Ideal for staff members who are responsible for following up on specific inquiries. |
Your Noteefy Customer Success Manager will set up your initial account with the appropriate role. If you need additional users added, you can do that yourself from the Users section in the admin portal, or just send your CSM the names and email addresses and they'll take care of it.
What to Expect Next
Once your web forms go live on your site, inquiries will begin flowing into the All Leads page automatically. From there, you'll assign them, work them through your process, and close them out — all within the platform.
If you're an admin, we'd recommend reading through the rest of the Lead Management articles to familiarize yourself with how to customize stages, set up automated messaging, and manage your team's workflow.
If you're an agent, the two articles you'll want to focus on are How to Set Up and Send Emails in Noteefy Lead Management, Viewing and Managing Your Leads, and Working a Lead from Open to Closed — those cover everything you'll need for your day-to-day.
Still need help? Your Noteefy Customer Success Manager has your back. Or email us at [email protected].