Today’s Recommended Leads

In just one click of a button, you can see a list of all your top rated leads, revealing their most important information at a glance.

 

 


What Is Today’s Recommended Leads?

Today’s Recommended Leads (TRL) shows an easily scannable, bird’s-eye view listing of your top priority leads for fast, high-quality decision making.

It is meant to be an area that you check as soon as you log into LeadKlozer, along with any schedules that you’ve previously set for that day.

If you don’t have a good idea of who your highest priority leads are off the top of your head, click on the TRL (Today’s Recommended Leads) button in the SHORTCUT LINKS area of the main dashboard in LeadKlozer.

This will bring up a Smart Search list of your highest rated leads that we’ve automatically created for you, ranked in order of priority by Smart Score.


What can you see, update or save for later in Today’s Recommended Leads?

Each recommended lead is presented to you in rows that you can quickly scan to see all the important information at once. Information like:

  • Contact Info
    • Name
    • Smart Score
    • Contact Status (hot, warm, neutral, etc.)
    • Direct Communication Options
  • Tags, Stages and Product Tags
    • Scan, add, update or delete any of these three types of tags.
  • Smart Schedules
    • See all scheduled appointments so you can know if and when your next follow-up for those particular contacts is due.
  • Skip
    • Click on the skip button to take any contact out of the list for a certain period of time,  as shown below.
      • 3 days
      • 7 days
      • 14 days
      • 30 days
      • Custom (this brings up a calendar)
    • This is useful when you do not need to follow up with a particular contact for a while.


Today’s Recommended Leads Demo Video

FYI, this is the same video for Today’s Recommended Customers as they work exactly the same.