Work the list (Queue)
The Queue is the fastest way to work a day's leads. It hands you the right lead next, tells you what to say, and lets you log and advance in one click.
How the Queue prioritizes
Open Queue in the app. It builds a single ordered worklist from your pipeline:
- Hot → Warm → Cool by lead tier, then oldest-waiting first.
- Leads in terminal stages (won/lost) are skipped automatically.
- Tier filter chips let you focus on just Hot leads when time is short.
Working a lead
Read the recommended first touch
Each lead shows a "Recommended first touch" pulled from your playbook — the channel and angle most likely to get a response.
Reach out
Use the one-click buttons — 📞 call, 💬 SMS, ✉️ email — to log the touch as you make it.
Advance the stage
Hit "Advance →" to move the lead to the next pipeline stage without leaving the queue.
Move to the next lead
The queue re-sorts and serves up the next highest-priority lead.
Short on time? Instead of working the list by hand, have your AI rep draft the first touch for every new lead and just approve the drafts. See Your AI rep & Approvals.
Why speed matters
The first business to reach a fresh lead usually wins it. The Queue is built so that a rep — or the AI — can respond in seconds instead of hours, without hunting through the board to decide who's next.
Next steps
Clear your list — the Queue always knows who's next.
Open the Queue