Leads become neglected when an appointment has passed, and a history note has not been added since the last appointment. Status, Milestone, or other factors do not determine whether a lead becomes neglected.This feature helps you prioritize which leads are in need of being contacted and keeps leads from being forgotten.
Where to find the Neglected Leads?
Go to Leads > My Dashboard and view the "Neglected Leads" box.
Go to Leads > Neglected Leads. This is the Account Wide list. The My Blitz page will only bring up your Neglected leads.
Leads Dashboard is by far the most effective method of searching for neglected leads. The Leads Dashboard can give you an overview of your leads and additionally the leads of the entire account. One of the sections contains "Neglected Leads" which will give you an account overview on the neglected leads. The date range can be changed as well to have a more accurate view of neglected leads as well.
Many times leads become neglected because the user updates the lead prior to the scheduled appointment time. If Workflow created the appointment for late in the day, adjusting Workflow would help this from happening again. Click here to adjust Workflow.
If you need to filter or sort Neglected Leads based on a criteria not shown, you can show more columns.
- Go to the Neglected Leads list, either from the Leads tab or the Dashboard.
- Right click anywhere on the gray column headers. A drop down box will appear.
- Hover over columns and then checkbox the columns you would like to view in the list.
Before removing contact from the Neglected Leads list in bulk, it's important to evaluate why there are so many neglected leads. If Workflow is creating too many appointments, click here to adjust Workflows.
The Group History Tool is a fast an easy way to un neglect multiple leads at once. To re-cap, leads are marked as neglected because a history entry has not been added after the date of an appointment. The Group History Tool allows you to add a history note to every lead in a folder all at once. Locate Administration Tab then find the Group History Button. From there select a Folder and then select from the drop downs on how you would like the lead to be updated. This is similar to how you would add a history note in an individual lead. Once having all the information filled out, click save. Any neglected leads in this Folder will be un-neglected
If you still plan to contact the leads, keeping them neglected helps prioritize them, so we do not recommend removing them in bulk. Instead, sort or filter the Neglected Leads list to help find the leads you would like to contact first and continue to work through the list. This will help you know how many are left that you're behind on.
If you would still like to remove contacts from the Neglected Leads list in bulk, you can use the Group History feature.
- Determine which folder have neglected leads.
- Go to Administration > Group History.
- Choose the folder, and fill out the fields to add a history note to all leads within the folder. This is just like adding a history note to an individual lead, except it's added to ALL leads in the campaign. By adding a history note, the leads will no longer be neglected. They will still remain in the folder.
- Click Save.
Un-Neglecting Leads Individually (Recommended):
Leads are marked neglected because there has not been a history note added after the date of a scheduled appointment. This feature helps you prioritize which leads are in need of being contacted and keeps leads from being forgotten. We recommend un-neglecting leads individually through the history log of a lead because it ensures that every lead is getting proper attention.
To un-neglect a lead individually, pull up a lead that has been marked as neglected. Again, these leads can be found underneath the Leads Dropdown > Neglected Leads or in the Leads Dashboard.
Once in the lead, you can either add a history note to un-neglect the lead or edit the appointment and move it to a future date.
Sorting and Filtering Neglected Leads
To adjust the information on the Neglected Leads page, right click a gray column header and select one of the options. You can choose to sort the list or add or remove columns in order to organize the data how you would like.