Leads FAQs

Manage your pipeline and nurture potential clients using these core lead-tracking features.

FAQ 1: What does the "Lead Score" represent on my dashboard? Answer: The Lead Score is a numerical value calculated based on a lead's engagement with your communications (like opening emails or visiting your site). A higher score indicates a "hotter" lead who is more likely to convert, helping you prioritize who to call first each morning. You can edit your lead score as you see fit.

FAQ 2: How do I categorize leads based on their level of interest? Answer: You can use groups to sort leads and contacts together and label them according to level of interest. This allows you to quickly filter your list and apply different follow-up strategies depending on how ready they are to move forward.

FAQ 3: Can I see a history of my interactions with a specific lead? Answer: Yes. Every lead profile features a Recent Activity feed. This log shows every touchpoint, including phone calls made, emails sent, and any notes your team has added, providing full context before you reach out.

FAQ 4: How do I create tags for my leads? Answer: Head over to ClientKeeper mobile to create and edit tags for your leads for better organization and sorting.

FAQ 5: What is the best way to handle leads that are no longer active? Answer: Rather than deleting them, untoggle them as a lead. This keeps your active list clean but allows you to retain their contact history. If they ever reach back out in the future, you’ll have all your previous notes ready to go.