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Everything else runs on autopilot. Your job is simple:
  1. Check Conversations - review any active threads in your inbox
  2. Respond when needed - jump in if something needs a human touch
  3. Run your appointments - show up to your calls
  4. Update lead statuses - mark Missed Appointment, Didn’t Close, Long Term Follow Up, or Approved / Sold after each call
That’s it. The automation handles the rest.
Get in the habit of updating lead statuses right after a call. The follow-up sequences (missed appointment, didn’t close, follow up needed) only fire when the status is set - so the sooner you update it, the sooner the lead is back in the system working for you.