Working the leads list every day

Speed to contact decides most merchant cash advance deals. A web lead called within minutes is far more likely to answer than the same lead called the next afternoon, and an aged lead that nobody touches for two weeks is usually gone. The Leads list is where you decide who gets your next dial, so it pays to read it the same way every morning.

Unless your owner has turned on Agents can see every lead and deal (under Settings then Organization), you see only the leads assigned to you, which includes the ones you add yourself. That is your book.

Click a column header to sort. Received (newest first) and Last activity (oldest first) are the two sorts you will use most.

1. 1Open Leads in the sidebar. Press / to jump to the search box, or type a business, contact, phone or email to find one record fast.
2. 2Open the Status filter and pick New, Hot Lead and Attempting. These are the leads still in play.
3. 3Sort by Received so the newest leads are on top. Call every New lead received today before anything else.
4. 4Switch the sort to Last activity and work the attempting leads that have gone longest without a touch.
5. 5Use More filters to narrow by State or by Received date (Today, Last 7 days, This month and so on) when you work a specific batch.
6. 6Click a row to open the lead, make the call, then log it (see Notes, calls and follow-up).

• Working: New, Hot Lead, Cold Lead, Attempting (shown as the attempt number) and App Out once you have sent the application.
• Nurture: Future, Not Responsive and Dead for merchants to try again later.
• Closed: Disqualified, Do Not Contact and Bad data.
• Converted is set only by converting the lead to a deal. You cannot pick it by hand.

To change several at once, tick the rows and use Status in the bar that appears. Managers also get Assign and Delete there.

• Leaving leads in New after you called them. Log the call instead: the status moves for you and the attempt counter goes up.
• Ignoring the days-in-status badge on a lead. It turns amber after 14 days in the same status, which usually means the lead needs a decision: work it, nurture it or close it.
• Calling a lead marked Do Not Contact. The lead page shows a red warning. Talk to your manager first.
• Expecting a built-in dialer. Calls go through your own phone today; an in-app dialer and SMS are Coming soon.