This article will take you through;
What is the Lead traffic light system, and how do I use it?
The traffic light system is a helpful tool to assist you with targeting Leads. It will show you;
- New Leads - Green (0-30 mins)
- Warm Leads - Amber (30-60 mins)
- Old Leads -Red (60 mins+)
- Targeted Leads - Grey
When a Lead first comes in, the colour of the light to the left of their name will show green. If that Lead has no interactions after 30 minutes, it will turn amber, and it will turn red after 60 minutes with no interactions.
If you contact or interact with a Lead in any way, their light will switch to grey.
This traffic light system is a great way to help you manage who you have and haven't contacted.
The 'Lead' tab and filters aren't available on all Glofox packages, for more information or to upgrade please contact us at firstname.lastname@example.org
Next steps and additional support
Once you have interacted with your Leads, you can then go on to change the status of that Lead to Cold, Trial, or Member using the dropdown on your Clients profile, more on that here;
Interested in our Sales and Marketing add-on or need additional support? Reach out to email@example.com, and we will be happy to assist you.