Staying organized and sharing information between team members is the key to closing more deals. RepCard’s Lead Filtering and Sharing features allow setters to pass crucial "field intelligence" to closers in real-time.
How to Filter Your Leads
Whether you are a manager checking the week's progress or a rep looking for specific follow-ups, filters help you find exactly what you need.
Open Contacts: Tap the Contacts icon in the bottom left of your screen.
Access Filters: Tap the Filter icon located on the far right.
Set Your Parameters: You can narrow down your list using several criteria:
Time Range: View leads from this week, this month, or a custom range.
Status: Filter by specific dispositions, such as "Appointment Scheduled".
User/Office: Managers can view leads belonging to specific team members or entire offices.
Referrals: Easily isolate your referral leads to track word-of-mouth growth.
Apply: Hit Apply to scan your database and display the filtered results.
How to Share a Lead with a Closer
For a smooth handoff, setters can transfer lead ownership directly to a closer so they have all the context before they ring the bell.
Add Detailed Notes: Before sharing, ensure you type in specific details about the homeowner's needs or concerns (e.g., "Wants solar but has concerns about moving").
Identify the Owner: Scroll to the very bottom of the contact details to see the Owner section.
Search for a Teammate: Search for the name of the closer you want to send the lead to.
Share the Lead: Tap Share.
Instant Notification: The closer will receive a push notification immediately. When they click it, they can view all your notes and be fully prepared for the appointment.