Hot leads, overdue follow-ups & priority
Overdue tracks timing; the hot flag marks importance. Together they push your most valuable work to the top.
Quick answer
Overdue follow-ups are the highest-risk items and should be cleared first. The hot flag marks your deliberate priorities and works best when used sparingly. Filter to overdue and hot to triage a busy day.
Not every follow-up carries the same weight. RelkoAI's job is to make sure the urgent, high-value work rises to the top — and that's what "hot" and "overdue" are for.
The two forces behind priority
Overdue is about timing — a follow-up whose date has passed. Hot is about importance — a lead you've deliberately flagged. The strongest items are usually both: a hot lead whose follow-up is overdue is exactly what you can't afford to lose.
Overdue follow-ups: the quiet deal-killers
An overdue follow-up is a promise to yourself that's slipping. One day becomes three, then a week, then it feels awkward to reach out. Clear overdue items first each morning, don't let them pile up, and reschedule honestly when you reach them.
Hot leads: your deliberate priority signal
The hot flag weights a lead toward the top regardless of its date. Its power comes entirely from restraint — if everything is hot, nothing is. A good rule: only a handful of your leads should be hot at any time.
Triaging a busy day
Some days you won't finish the list, and that's fine. Filter to overdue and hot, work those completely (call, log, reschedule), and let the rest roll — follow-ups you don't reach show as overdue tomorrow, waiting at the top. You don't have to clear everything; you have to clear the right things.
Steps / Key takeaways
- Clear overdue follow-ups first — they are where deals quietly die.
- Use the hot flag sparingly so it keeps its signal.
- On a busy day, filter to overdue and hot and work those completely.
Frequently asked questions
What makes a lead hot?
You do — it is a manual flag for genuinely high-priority leads. Reserve it for the few you would be most upset to lose.
What if I cannot get through the whole list?
That is fine. Work the top (overdue and hot) completely; the rest rolls forward and waits at the top of tomorrow's list.
Need more help?
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