Adding and organizing leads
Add leads with the right stage, source, follow-up date, and hot flag so RelkoAI can build a reliable daily action list.
Quick answer
Add a lead with its stage, source, next follow-up date, hot flag, and notes. The next follow-up date is what surfaces the lead in Today's Actions, and the source powers your lead-source report.
A pile of names isn't a pipeline. The value comes from organizing leads so the system knows who's important, where each person stands, and when to reach out next. Do that well and RelkoAI hands you a reliable daily action list.
What a lead is
A lead is a person moving toward a transaction. That's distinct from a contact — someone in your broader network who isn't currently in a deal. Keeping the line clear matters, because Today's Actions is built around your leads and their follow-up dates.
Adding a lead, field by field
Stage records where the lead honestly stands. Source captures where they came from (Zillow, Referral, Open House, Website, or Manual) and powers your lead-source report. The next follow-up date is the most important field — it decides when RelkoAI puts the lead in front of you. The hot flag marks genuine priorities, and notes hold the context that makes your next call feel human.
Keeping your pipeline trustworthy
A few lightweight habits keep it reliable: always set a next follow-up date, keep stages honest and current, tag the source every time, reserve "hot" for the real ones, and jot a quick note after meaningful conversations. None of this requires a weekly clean-up session — set the fields well at entry and log activity as you go.
A quick example
You meet a motivated buyer at a Saturday open house. You add them as a lead, set the source to Open House, the stage to Qualified, mark them hot, set a follow-up for Monday, and note their must-haves. On Monday morning they appear near the top of Today's Actions with all the context one tap away — because you spent thirty extra seconds organizing the lead on Saturday.
Steps / Key takeaways
- Always set a next follow-up date — without it, a lead is invisible to your daily list.
- Tag the source every time; it becomes a valuable marketing report.
- Reserve the hot flag for genuinely high-priority leads.
Frequently asked questions
Do I need to fill in every field?
No. Prioritize stage, source, and a next follow-up date. Add more detail as the relationship develops.
What is the difference between a lead and a contact?
Leads are your active pipeline; contacts are your broader relationships. See the Leads vs Contacts article.
Need more help?
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