The lead manager's daily flow.

You wake up, you clear your queue. This is all your missed calls, all your voice mails, all your text messages.

Then you check your inbound direct mail wherever that goes for you. For me, we have a folder inside of a smartphone called inbound leads. That is where our PPL stuff goes, plus a direct mail folder. Our caret leads go to an online inbound folder.

When you pick up your phone in the morning, you are one of two people. You either look at your missed text messages and phone calls, or you go straight to Facebook.

Go look at your phone system and see if you missed any calls. Call them back, and then process those records.

Next you have call new lead tasks. These are my filter presets. I do not have to even click on filter records. I go under my pre built flows and click the star.

I click on call new lead tasks. I complete the tasks, I move them to the next phase, then I click my unqualified lead tasks. If there is nothing there, I move to the next one.

Then I do qualified follow ups. I click that preset, and if I have nothing, I move on. But you have to check due today and overdue. Do not forget about your overdue stuff.

Then I go to my leads missing tasks. This is really important. These are leads sitting under the lead board with no task on them.

Why does a lead have a status and no task on it? That needs to be fixed. That is bad juju, and it will lead you to lost deals.

Here is a hot lead. It is assigned to Q, which we know should not be the case. It is under acquisitions underwriting with no task on it.

The log shows I deleted it, because it was overdue under that phase. Before I add it back, I check whether it was already analyzed. It has not been underwritten yet, so I add the task back.

The next one is under new lead with no task. Same story. I deleted it through the event system when I did a bunch of task deletions.

So this is all a byproduct of things moving where they are supposed to move. This one is under the underwriting phase now, so we add the underwrite task onto it.

This is me just making sure things stay where they're supposed to be. I'm just cross checking it. When a lead has a status but no task, somebody nuked it and moved on.

If he wanted it off the board, he should have moved it to dead lead. That is the right way out. Deleting the task leaves a live lead with nothing going on.

Here the warm lead task was still sitting on a card that belonged in underwriting. So this should have an underwriting task on it. That is why I deleted the old one.

Notice why it happened. Tim moved the card straight to the underwriting phase. He skipped the acquisitions board phase in lead management, so the automation never triggered. Really important.

Let's check this one. Another underwrite, same exact scenario. Tim needs to be learneded.

This one was Q. Q created the card right away, then it became overdue, so I added it back. Each of those is good now. They just are not off the front end yet.

So that's what that filter is for. You always want to make sure your lead missing tasks is empty. I did it for them here.

Then you have your send back to lead management. For us it's a needs review phase. Yours might be called send back to LM. I don't remember what the default build is.

An acquisitions person makes an offer, the people are jacking them around, and follow-up gets nobody. You move it to send back to lead management. That kicks it back to the lead management board.

The move adds a task called send back to LM tasks. By default it's assigned to Jay. This makes sure Jay then calls that person and requalifies them.

You can see we made an offer and the seller is considering. We probably called through them a bunch of times. Today it was moved to send back to LM. Approach as new lead, Jay.