Lead - How Do I Know Which Leads Need My Attention Today?

Which Leads To Work On Today?

Sales People often ask: “Which leads should I focus on right now?” Here's how your Accelify Sales Hub helps you cut through the noise and zero in on what matters.

Build Pipeline (Home Page Widget)

Located on your home page, this visual shows Leads created in the last 30 days that you own, with:

🟥 No Activity = Action needed
🟦 Past Activity = Follow-up may be required
🟩 Upcoming Activity = You're covered

Click View Leads for a filtered list that surfaces what’s been created but not actioned.

My - Leads Needing Clean-up

This list view shows Leads with incomplete data, helping you:

Spot records with missing key fields like phone, email, or company
See data completeness scores (with icons like 🟡 Partial or 🔴 Incomplete)
Prioritise records that can’t yet be qualified or converted

Always worth reviewing at the start of your day to clean and qualify pipeline.

My - High Potential Leads

This list view shows Leads with:

🔥 Hot temperature (based on Lead Rating)
Status like Nurture or Working
Clear persona (e.g. Exec Sponsor, Technical Manager)

These are your short-term opportunities — they’re warm and active, but need your continued engagement.

My - Leads Stuck in Working Stage

This list view shows Leads with:

Been in the Working status too long
Haven’t been updated recently (based on Last Modified Date)

Use this to unblock leads you may have forgotten, especially if their Lead Age (Days) is rising.

Lead Age (Days)

Open the record and check the Lead Score section:

A lead with >90 days and no movement is probably overdue for follow-up, conversion, or closure.