Qualified Leads
3
0.0%
Calls Booked
1
0.0%
Converted
1
0.0%
Overdue Follow-up
4
0.0%
New Lead
6
Engaged
4
Qualified
3
Call Booked
2
Converted
1
Handed Off
0
New Lead3
Sarah Kim
Tax
Score34
SourceWebsite
Next Action Due
—
Emily Zhang
Low Fit
Score18
SourceManual
Next Action Due
—
Qualified1
David Chen
Hot
Tax + Home Overlap
Score87
Source小红书
Next Action Due
Jul 8
Call Booked1
Michael Wong
Hot
Home
Score81
SourceLinkedIn
Next Action Due
Jul 7
Converted1
James Rodriguez
Hot
Client
Score92
SourceReferral
Next Action Due
Jul 5
Handed Off0
Top Leads to Follow Up Today
| Lead | Type | Score | Next Action |
|---|---|---|---|
DC David Chen Hot | Tax + Home Overlap | 87 | Jul 8 |
MW Michael Wong Hot | Home | 81 | Jul 7 |
PN Priya Nair | Tax | 62 | Jul 6 |
Upcoming Calls
| Time | Lead | Type | Owner | Campaign |
|---|---|---|---|---|
| Jul 7, 11:30 PM | Michael Wong | Home Review | ||
| Jul 9, 9:00 PM | David Chen | Tax + Home Joint Review |
Call Completed - Need Follow-up
| Lead | Type | Call Completed | Next Action |
|---|---|---|---|
| James Rodriguez | Tax + Home Joint Review | Jul 2, 6:00 PM |