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Work your Hot Leads list

  • Director
  • Admin
  • Needs: CRM
  • Desktop
  • Phone
  • Draft

Hot Leads is your daily call list. It puts leads that need something from you first, then groups the rest by how recently the family engaged.

Before you start

Steps​

  1. On the sidebar, open Dashboards and choose CRM. Hot Leads is the wide tile at the top of the CRM section.
  2. Pick a segment in the bar:
    • Action Required: an unread text, never contacted, or a follow-up due today or earlier.
    • Hot: engaged within 48 hours.
    • Warm: engaged 2 to 7 days ago.
    • Cool: engaged 1 to 4 weeks ago.
    • Re-Engage: no activity for 30+ days.
    The Hot Leads tile with its segment bar
  3. To narrow by pipeline stage, tap the filter icon (Filter by status). Tick New, Contacted, Sched Tour, Toured or Registered, or tap a stage name to show only that stage.
    The status filter on Hot Leads
  4. Sort by any column: NAME, LIFESPAN, STATUS, AGE, REG FEE or LAST CONTACT.
  5. Tap a lead to open its details. See Open a lead's details.

Tips​

  • LIFESPAN shows days since the lead came in; the tick on the bar is your network's typical time to enrollment.
  • Once you handle an Action Required lead, it moves back to its temperature segment. A registered family leaves the list entirely.
  • On a phone, when your school doesn't have texting, the CRM tile on My Day opens Hot Leads.
  • Registered and archived leads live elsewhere: use Registered Status on the dashboard, or View archived leads.