How to Prioritize Up Sheets
Prioritizing leads by temperature helps the sales team stay organized and in contact with the highest probable leads.
How does it work?
Any new Up Sheet defaults to a temperature of Hot. If you would like to choose Warm or Cold, simply click the temperature/status button and choose another temperature.
We recommend that Management and the Sales team are on the same page about what is considered hot, warm, and cold to ensure better lead management.