Sales
Contacting Leads
Log calls, texts, and emails
Every contact attempt is logged against the lead so you and your manager have a complete history.
Outbound contact
When you reach out to a lead, log the method (call, text, or email) and the outcome. For calls, outcomes include:
- No Answer or Left Voicemail
- Callback — they want you to call back, optionally at a specific time
- Schedule Presentation — book an appointment
- Instant Presentation — start right now
- Refused, Wrong Number, or Bad Number
Inbound contact
When a lead contacts you, log it the same way with the appropriate outcome.
Notes
Add a note to any lead's activity log at any time — useful for recording context that doesn't fit into a contact attempt.
Resolving
When a lead won't convert, resolve it as Refused, Wrong Number, or Unresponsive to keep your open leads list clean.