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Lead Temperatures

use or change the defaults or choose to manually update lead temperatures

Danielle Bond avatar
Written by Danielle Bond
Updated over a week ago

Lead Temperatures are set to a default number of days for Hot, Warm, Cool and Cold. To adjust these automated settings or to be able to manually change lead temperatures, go toย 

Settings > Lead Temperatures > Edit

Manual - Check Box to Manually control the Temperature Settings for All Leads
โ€‹Automatic - Configure the Days, Weeks Months Timing for each Temperature

If you choose to manually control the temperatures, you will have to edit every lead's temperature. We recommend keeping the temperatures to the timing and using STATUS as the more specific option. After all, you may have a hot lead come in minute one and submit their app within the hour, and another lead might have been in the system for a few weeks, but you're still waiting on necessary paperwork to convert them to a client. Status is the way to track and automate the sales process.

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