Work the leads inbox

Platform: ResiCRM · For: Sales, Executive Director

The Leads page shows who needs attention next. Go to Leads under Pipeline and stay on Working inbox.

Steps

1. Choose a queue: Unassigned, Needs first contact, Being worked, Gone quiet, Nurture, Unqualified or All.
2. Narrow the list with the search box or the Community, Source, Category, Grade, Owner and date filters.
3. In the Actions column, use the phone, email or text icon to log an outbound attempt. Each click saves one attempt.
4. Use the assign icon to take the lead yourself.
5. Open a lead by its name to see the full record.

Work several leads at once

1. Tick the leads you want. You can select up to 200.
2. Choose Assign / reassign, Grade or Move to nurture.
3. For assign or grade, make your choice in the dialog and choose Save changes.

Assign leads from one community at a time.

Bring a lead back

1. Find a lead with a Nurture or Lost status.
2. Choose Bring back and enter a Bring-back reason.
3. Choose Save changes.

Good to know

• Logging an attempt records it. It does not call, email or text anyone.
• Follow-through turns to Past response target when a lead has no first contact within your target.
• A lead goes to Gone quiet when nothing has been logged for your set number of days.
• The defaults are 2 hours and 7 days. Organization Admins can change them in Settings.
• Add a new lead with New inquiry.

If something goes wrong

If lead information does not load, choose the refresh icon at the top of the page.

Use Help & support at the bottom of the left menu, or email support@resionboarding.com. Support hours are weekdays, 8 AM to 6 PM Mountain. Critical issues get a reply within 2 business hours. General questions get a reply by the next business day.