Scope of cards below:All 21 daysRangetoHover a bar to preview, click to pin a day (click again to remove).
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Pick a rep to see their lead-call detail: a 30-day appointment activity graph and every lead tied to them.
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Leads reps kicked back for your review. Resolving a language flag can set the lead's language so it routes and badges correctly. Reps see their flag clear once you resolve it.
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The worked pipeline by rep: scheduled appts, go-backs, ran, and no-sale leads that have already sat. The pre-sit recycle pool (deleted / no-show / cancel) lives in the Leads tab and Quick Dispatch. Direct / self-gen leads are excluded. Open a rep to work the buckets, isolate stale leads, and reassign (a whole bucket, the first N, or a hand-picked chunk).
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Communities (Stewardship) program leads -- partner organizations connect us with their members. Their own bucket: QC = never called, work them first. Pipeline = a rep is already working them. Feedback = negative / not-a-lead / already-ours (not dispatched). Phone is inline; these are Salesforce Lead records, so "SF" opens the Lead. Community Call Guide ↗
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Add a lead manually
Queues a lead for the secure resolver, which dedupes it against existing properties and assigns a clean identity on the next sync. Use this for referrals or homes the appointment reports missed. (The address is hashed server-side, so manual adds go through a review queue rather than writing directly.) For a whole list, use the uploader below.
Upload a list
Drop a Salesforce export (CSV or XLSX). Columns auto-map (name, address, town, state, DL#, source). Rows queue for the secure resolver, which dedupes against existing properties and assigns identity on the next sync. The file is parsed in your browser; only the queued rows are sent.