Lead Color Indicators

This gives a quick glance to see how many leads you have that are overdue in a specific status so you can keep accountable

The border color along the left side of the lead cards on the pipeline lets you know which leads may need more of your attention based on how long they’ve been in their current status.

Green

This means that the lead is has been in its current status less than the acceptable time or it’s not near the required date that it has to leave the status. These leads will need attention after addressing the more immediate ones.

Yellow

This means that the lead needs to leave its current status soon, either because it’s been in that status too long or has a required date coming up. These leads need attention soon.

Red

This means that the lead has been in its current status past the acceptable time or its required date to leave the status has passed. These leads need immediate attention.

Sections