At-risk lead alerts
Act before you lose the sale.
The "Need attention" card in the KPI band is a button. Press it and "Leads that need attention" opens — a prioritized list of what is stalled in your brokerage right now.
How it is ordered
The list says it itself under the title: VIP first, then by days without contact. It is not alphabetical and it is not by creation date — it is an order of urgency, which is why you work it top to bottom without overthinking.
The five alert types
- "VIP no contact": a lead flagged VIP that has gone quiet too long. This is the expensive one.
- "Task overdue": someone committed to something with a date, and the date passed.
- "Lead no contact": no interaction logged within the window you consider reasonable.
- "Never contacted": it came in and nobody touched it. If this category grows, you do not have a closing problem, you have a response problem.
- "Unassigned": it has no owner. A lead with no owner does not belong to everyone; it belongs to nobody.
The filter at the top lets you keep a single type. Each row leads to two places: the lead name opens its file in the CRM, and the assigned agent opens that person's profile in the Pulse. That way the alert ends in an action and not in a screenshot for the team chat.
The limit, said plainly
An alert tells you WHAT is stalled, never why. There can be an excellent reason a lead has sat still for twelve days. The list exists so the conversation happens, not so you can replace the conversation with a reprimand.