Unattended Leads Management
Available in
What are Unattended Leads?
Unattended Leads are leads that have not received any activity or follow-up for a set number of days. This feature helps you identify and act on such leads to improve your conversion rate and ensure no opportunity is missed.
Key Features
⏰
Automatic Detection
System identifies leads with no activity for your chosen period.
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User Assignment
Filter by assigned users to focus on specific team members.
📋
Lead Stage & Source
Filter unattended leads by stage or source for targeted follow-up.
🗓️
Customizable Inactive days
Provide the inactive days for which unattended leads need to be identified
How to Access Unattended Leads
- Login: Sign in to your HelloLeads account.
- Navigate: Go to Manage Leads or All Reports section from the main menu.
- Select: Click on Unattended Leads.
- Filter: Use filters like Lead Stage, No Activity Days, Assigned User, and Lead Source to customize your view.
- Take Action: Review the list and assign, email, or update leads as needed.
What to do with Unattended Leads?
Once you have identified unattended leads, you can perform several bulk actions to re-engage and manage them efficiently:
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Connect with them:
- Email: Send personalized or templated emails to re-initiate contact and revive interest.
- SMS: Reach out instantly with a quick message for reminders or updates.
- WhatsApp: Engage leads directly using WhatsApp for faster communication.
- Reassign: Assign selected leads to another team member for prompt follow-up and accountability.
- Move Transfer leads to a different list for better organization or targeted campaigns.
- Update Qualifiers: Bulk update lead stage, potential, or customer group to reflect their current status in your sales pipeline.
- Delete: Remove leads that are no longer relevant or valid from your database.
Use the bulk action toolbar above the leads list to quickly perform these actions and keep your pipeline healthy.
Benefits
- Never Miss a Lead: Stay on top of all leads and ensure timely follow-up.
- Boost Conversion: Increase your chances of converting leads by acting promptly.
- Team Accountability: Track and manage team performance with unattended lead reports.
Tip
Regularly check Unattended Leads to maximize your sales opportunities and keep your pipeline healthy.