Quantum Leads is Previanza's sales app for authorized advisors. It allows them to track opportunities, access information by line of business, manage client documents, review process milestones, and maintain internal communication with the team.
The app centralizes the lead workflow so that each advisor can work with up-to-date information, record progress, and access support resources from their mobile device.
Access is limited to users created by Previanza. The app requires authentication and can use two-step verification and biometric unlocking to protect information.