How do I sort my leads and record the outcome?

Set each lead's status based on what actually happened in your conversation. Change the status right after the call.

For the next contact, use New lead ("Nový lead"), No answer 1× ("Nedovoláno 1×") to 4×, Call later ("Volat později") or Call in the future ("Volat v budoucnu"). Mark ongoing deals as In progress ("V řešení"), Meeting scheduled ("Domluvena schůze") or Meeting held – thinking it over ("Schůze proběhla – rozmýšlí se").

Once the deal is over, choose won or lost and confirm the outcome. For a loss, pick a reason: Invalid contact ("Neplatný kontakt"), Not interested ("Nemá zájem"), Duplicate ("Duplicita"), Disqualified ("Diskvalifikovaný"), I don't want to work with them ("Nechci s ním spolupracovat") or Meeting held – not interested ("Schůze proběhla – nemá zájem").

A closed lead stays in your history and you can move it back to the active queue.

The Your leads ("Vaše leady") queue is sorted so the most urgent items are at the top: overdue leads first, then new ones and the ones you're due to call today. You can filter the list by status, region, campaign type, campaign and date. You can search by name, phone or email.

The outcomes you record show you which ad brings meetings and deals, not just cheap contacts.