Midday Lead Review
Use this page around midday to prevent new leads and quotes from getting stuck.
Review
- New leads since morning
- Quotes waiting for missing specs
- Customers who replied
- Financing requests
- Delivery ZIP or unloading questions
- Quotes that can be sent today
Action
- Reply to all new leads
- Ask missing spec questions
- Prepare quotes for complete leads
- Send follow-up to open quotes
- Move weak leads to nurture
Midday rule
By midday, every active lead should have a next step.