How to Work Rescuable Leads in Eve

Last updated: March 10, 2026

Overview

This article walks you through how to respond to and follow up with leads that Eve has flagged as rescuable in the Lead Rescue tab. Rescuable leads are high-value opportunities that have been contacted but have not yet signed, and they require timely outreach to maximize conversion. This guide covers how to review why a lead was flagged, respond quickly, and make the next step clear for the lead.

Prerequisites

  • Lead Rescue must be enabled for your firm

  • You must have access to the Leads page and the Lead Rescue (or Priority) tab

  • The lead must already be flagged as rescuable and visible in the Lead Rescue tab

Step-by-Step Instructions

  1. Navigate to the Lead Rescue Tab — Open the Leads page in Eve and select the Lead Rescue (or Priority) tab. You should see a list of leads that Eve has flagged as rescuable based on their value and handling history.

  2. Open the Lead Record — Click on a rescuable lead to open its full record. You should see the lead overview page with details about the lead's status, value, and contact history.

  3. Review the Rationale — At the top of the lead overview, review the rationale section that explains why Eve flagged this lead as a priority. This section shows the key factors that triggered the flag, such as lead value, call history, and current status. Use this information to understand what happened previously and tailor your outreach accordingly.

  4. Respond Quickly — Rescuable leads are time-sensitive, as they may be actively comparing options or cooling off after an initial call. Reach out to the lead as soon as possible to re-engage them while they are still considering your firm.

  5. Make the Next Step Clear — When you contact the lead, offer a short, specific action that moves them forward. For example, you might schedule a consultation, answer one open question, or address a concern they raised during the previous call. Avoid vague follow-ups—be direct about what happens next and why it benefits them.

  6. Update the Lead Record — After you follow up, update the lead record in Eve with notes about your outreach, the lead's response, and any next steps. This ensures your team has visibility into the lead's progress and can continue to prioritize effectively.