Organizing Your Leads
When connected to LeadOwl, you’ll receive your leads in real-time, instantly to the mobile app.
Stay organized, use the simple app, take notes, set statuses, and follow up with your leads quickly and efficiently.
What do the colored icons next to each lead mean?
GREEN = less than 15 minutes old – New and fresh!
ORANGE = 15 minutes to up to 60 minutes old
RED = Older than an hour
RED with exclamation ! = Older than 24 hours
GREEN with a checkmark = Contacted – the lead has had some form of interaction/contact via text, email, or phone call.
How To Set The Lead Status
To stay organized within LeadOwl you can update the status for each lead. Setting a lead status allows you to use filters when searching for leads and helps with tracking analytics.
The various Lead statuses are:
Open – new lead that just came in
Sold – a lead that’s been sold/converted
No Sale – a lead that has no sale/dead deal
No Contact – no contact has been made successfully with the lead
Bad Lead – lead that shouldn’t count for analytics, like a test lead
The One Script 29:01
This training is focused on helping your front office close more of your leads and improving your show rate.
Follow Up Framework
Please distribute this to all your front office staff so they are aware of the proper follow up protocols