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What the coloured dot on a lead means

The dot at the front of every lead says how long it has been since you touched that lead — blue for the last one, then green, yellow and red as it ages.

A phone showing a list of leads. Each dot is highlighted in turn: blue on the lead touched most recently, then a green one, a yellow one and a red one further down the list.

The dot is about time, not about the deal. It answers one question as you scroll: when did I last do something about this person?

Steps

  1. Blue is where you left off

    The lead you touched most recently keeps the blue dot, however long ago that was. It is your place in the list when you come back to it.

  2. Green is fresh

    Green means you touched the lead inside your green window. Out of the box that window is twelve hours.

  3. Yellow is ageing

    Yellow means the lead is past your green window but still inside your yellow one — twenty-four hours out of the box.

  4. Red has been sitting

    Red means nothing has happened since your yellow window closed. These are the ones worth opening first.

Good to know

  • Sort your leads with lists and categories

    Lead Manager gives you three lists and as many categories as you want to name, so a busy list turns into a board you can read at a glance.

  • Call, text or email a lead

    Reach a lead straight from your list — a swipe to call, the row’s menu for anything else, and a saved template when you do not want to retype it.

  • The lead’s page, and writing a note

    Open a lead to see everything you know about them in one place, and leave a note so the next person — including you next week — knows where the deal stands.

Still stuck? Email info@leadmanager.ca. We aim to reply within one business day.

Last checked against the app on .

Try it on your own leads.

Set it up on your phone between customers. Cancel any time.