Leads stuck in statusN E V E R L E T A L E A D S TAY I N T H E S A M E S TAT U S F O R TO O LO N G .

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

When you handle a lot of leads at the same time it’s hard to keep track of all of them.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

A lead needs to keep moving, otherwise it turns cold.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Have a next step planned and do not let it stay in the same

status for too long.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

L E T U S P R E S E N T:

Leads stuck in status

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

See leads that you haven’t acted upon within a number of days. Brisk helps

you to remember who to contact.

E M B A R R A S S I N G LY O L D !

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

See leads that you haven’t acted upon within a number of days. Brisk helps

you to remember who to contact.

Every section shows you leads that haven’t moved the way you

want them, sorted by status.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Click within this area to get more details

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Click to edit status

Click “Read more” to get more details

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

You can edit basic information

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Search lead on LinkedIn

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Change the lead status

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Add or edit the description

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

See your activity feed

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N SW E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Add tasks, log calls, or book meetings

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Convert the lead or open it in Salesforce

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Add more fields here

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Decide which statuses you want to see, and how many days they can stay in the

same status before they pop up.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Go to options to modify the list to your needs.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Choose how long a lead can stay in the same status. You can set the same number

on all statuses, or specify by status.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Want the same number of days on all statuses?

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Want the same number of days on all statuses?

Some stages need a bit more time than others. We recommend to use status

specific thresholds!

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

This number of days will apply to all of the leads that you don’t choose specifically

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

This number of days will apply to all of the leads that you don’t choose specifically

WELCOME • T H E I S S U E • T H E S O L U T I O N • OPTIONSW E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

These leads will show up according to the status specific thresholds

WELCOME • T H E I S S U E • T H E S O L U T I O N • OPTIONSW E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

These leads will show up according to the status specific thresholds

In  this  example  leads  that  has  been  in  status  “Open  -­‐  Not  Contacted”  will  show  up  a:er  1  day.  Leads  in  “Working  -­‐  Contacted”  will  show  up  a:er  3  days.  

All  other  stages  will  trigger  a:er  4  days.

Then set the order

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

Then set the order

This will make you even faster.

W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S

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