Lead recovery
Enquiries from the last few weeks that never became a quote, job or invoice. The AI picks the ones that looked like real work, values them and suggests what to say.
Where it is
Every day BuildTrack looks at the last 45 days of messages, web forms and booking requests. It finds the ones where the customer has had no quote, job or invoice since. Anything newer than 3 days is left alone, since you may still be on it. The AI reads each one and only keeps those it's reasonably confident were real work.
Work the queue
- Open Lead Recovery (a tab beside Deals). Estimated recoverable totals the open items.
- Each card shows the customer, where it came from (Message, Web form, Booking request), what they Wanted, a quote of their words, a suggested next step, an estimated value and the AI's confidence.
- Call them or Open contact to quote or book.
- Then mark it: Mark contacted, Won or Not a lead. Contacted items can later be Won or Dismissed.
- The open, contacted, won and dismissed tabs show each pile.
Marking things you've dealt with keeps the queue short and worth checking. Nothing is created for you, so make the quote or booking from the contact.
Who can see it: View contacts & companies.