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Lead flow

What is happening with the people who might buy: the agent learns what matters, scores them, hands them to the right person and offers a time. Each step uses the one before it.

  1. 1QuestionsAsking 3 questions

    What do we need to learn from a visitor?

    6qualified this week

    Live

  2. 1ScoringLeads are ranked

    How valuable and ready is this lead?

    3Hot · 3 Warm · 0 Low

    Live

  3. 2RouteAssigned by region

    Who should handle them?

    6got an owner this week

    Live

  4. 3BookingOffers a time

    When and how can they book?

    4booked this week

    Uses each owner's calendar

Where people drop off

Last 7 days
  • Talked to the agent8100%
  • Qualified675%
  • Routed to an owner6100%
  • Booked a time467%

Each percentage is of the step before.

Needs attention

  • 2 leads have no time booked yet. The agent offers one when the visitor is ready.
  • One conversation is waiting on a person: a discount is a person’s decision.
  • Scoring and routing are live. Nothing else needs setting up.

Recent leads, step by step

Open one to see which version handled it, who got it and why.

Emily Carter

Lead record
  1. Wants
    Annual contract for weekly port freight
    Volume
    About 40 pallets a week
    Timing
    Wants to start next month
    Decision
    Emily decides with her finance director
    Came from
    Website chat · 9m ago