What a complete lead looks like
A complete lead has five things: the person's name, their phone number, what they need, how urgent it is, and where they are. Your agent is built to capture all five before the conversation ends, so your team never starts from a bare missed-call number again.
What the hot lead flag means
A lead is flagged hot when the customer needs help urgently, is ready to book, or has asked for a call back as soon as possible. Hot leads should be called first, always. A simple rule for your team: hot leads within the hour, standard leads the same day.
The follow-up habit that wins work
Speed won the first conversation; follow-through wins the job. Estimates and quotes deserve one polite follow-up if you have not heard back, and then one more a few days later. Our reengagement system can run that sequence for older leads automatically, which you can see working in the live demo on our portfolio page.
What to do with incomplete leads
Occasionally a caller hangs up early or withholds a detail. Those leads are still shown to you with whatever was captured. A short, friendly text to the number often completes them, and your agent can send that first message for you.