Welcome to ROOFLE

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TOUCH

Schedule Your Strategy Call
STEP 1

Schedule Your Strategy Call
STEP 1

Meet with your success manager to review your dashboard, discuss lead management best practices, and build a game plan for maximizing your team's performance.

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TOUCH

Train Your Team
STEP 2

Train Your Team
STEP 2

Make sure every rep on your team knows how to generate quotes, send proposals, and manage their leads. We provide resources to help you get everyone up to speed quickly.

Get Started and Add Users

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Keep Momentum
STEP 3

Keep Momentum
STEP 3

Stay on top of your pipeline by regularly reviewing lead activity, tracking rep performance, and connecting with your success manager to fine-tune your strategy as you grow.

LOGIN
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FAQs

How do I see all leads coming through the platform?

Your dashboard gives you a complete view of every lead generated across your team. You can filter by rep, status, and date to stay on top of your pipeline.

Can I assign or reassign leads to specific reps?

Yes. You can manage lead assignments directly from your dashboard, making it easy to distribute leads across your team or reassign them as needed to keep deals moving forward.

How often should I connect with my success manager?

We recommend regular check-ins to review your account performance, identify trends, and adjust your strategy. Your success manager will work with you to find a cadence that fits your needs.