Lead Rescue

Overview

Lead Rescue flags high-value leads that have been called but have not signed, so they can be followed up while there is still something to follow up on.

Flagged leads appear in their own tab on the Leads page, with the reasoning for the flag on each lead's overview.

What Gets Flagged

A lead becomes rescuable when all three are true:

• The lead is high value

• The lead is still open

• The lead has been called and has not signed

Two signals drive it: the value of the opportunity, and how the lead has been handled so far. A lead nobody has called yet is not rescuable, because nothing has gone wrong yet.

Why a Lead Ends Up Here

The usual cases are a caller comparing firms, or a first call that did not land well enough to close. Both are recoverable, and both decay quickly, which is the reason the flag exists rather than a weekly report.

Opening a flagged lead shows the rationale at the top of the lead overview, naming what put it there. Read that before calling. It is the difference between a follow-up call and a repeat of the first one.

What Lead Rescue Does Not Do

• It does not contact anyone. The flag is a prompt for a person. Automated outbound calling is a communications agent. See 📄 Communications Agents Overview.

• It does not judge the call quality. That is call scoring, which is separate. See 📄 Leads and Lead Scoring in Eve.

• It does not surface low-scoring leads. A lead below the value threshold stays out, however recoverable it might be.

Key Terms

• Rescuable lead: A high-value, still-open lead that has been called and has not signed.

• Rationale: The explanation at the top of a flagged lead's overview naming what put it there.