How to Filter and View Hot Leads in REsimpli
Step 1: Open the Active Leads Pipeline
Go to the Active Leads section in REsimpli.
Step 2: Mark a Lead as Hot
Open a lead, then go to Actions and select Mark Hot.
The lead will display a fire icon to indicate it is marked as a hot lead.
Step 3: Use the Hot Leads Filter
Click the fire icon located in the upper-right corner of the system.
Step 4: View Only Hot Leads
REsimpli will automatically filter the Active Leads pipeline to display only leads marked as hot.
Step 5: Identify Hot Leads Easily
Leads marked as hot will continue to display the fire icon for quick identification throughout the system.