2. Unsold Leads

Unsold Leads will contain all leads that have not yet been marked as Status = Lost or Sold and have no future followup scheduled.  Essentially Unsold Leads is a catch all for leads that require a status update and also need a followup scheduled to touch base. 

• • Unsold leads may contain a past due followup that needs to be either rescheduled or deleted.

• Unsold Leads have at least one contact attempt in Contact History but do not have an upcoming followup scheduled.  

*Double click any Unsold customer to view their Profile. From there click the Lead Indicator to update the Lead.

Choose one of the four options:

1. Sold - will update Status to Sold

2. Recycle - enter in notes, typically after a phone call with customer.

3. Followup - schedule a followup

4. Lost - will update Status to Lost

Go to Lead History