What leads drop onto my ToDo page?
How does Knock know when a lead is due for follow up?
What is that weird red/yellow/green circle next to the prospect name?
If you've asked yourself that before, read on!
Knock helps track which leads are in need of communication or lead management with a red, yellow and green follow up indicator. It's the stoplight of lead management!
Green leads are good to go! These are leads that either have an appointment booked, a future follow up reminder, have leased with us, stopped their apartment search or leads that had a follow up in the last 24 hours. Green leads count towards your Engagement score so the more green leads you have, the higher your score.
These leads are giving you a warning that they are going to turn red soon! These are leads whose last follow up with between 24-48 hours ago AND they do not have a future follow up date set. These leads are going to end up on your ToDo page within the next 24 hours.
Red leads are the leads that lower your engagement score. These leads have either not have a follow up at all (New) or haven't had a follow up within Knock in at least 48 hour and have no future follow up date set. These will be the leads that are on your ToDo page.