My Leads Explained



The My Leads page lets you view all potential leads collected from the calculators. This page is a table with various columns, allowing you to filter and sort to find exactly what you need. The leads are categorized into two types: Warm and Hot. Warm leads have completed the calculator but haven’t requested contact. Hot leads have explicitly requested that you contact them. Learn more about Hot vs Warm Leads.

Features of My Leads

• Lead Table: View all leads in a structured table format.
• Lead Status: Identify leads as Warm or Hot.
• Contact Information: View contact details provided by the lead.
• Activity Tracking: See the last activity performed by the lead.

Benefits of Using My Leads

• Efficient Lead Management: Keep all your leads organized in one place.
• Prioritize Follow-Ups: Easily identify which leads need immediate attention.



Additional Resources

For additional help, see the help section on this feature.