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Customers & follow-upGrowth
Lead Priority
Ranks leads by urgency, value, returning customer status, and low intent.
What this page is for
Use to decide who to call back first.
How to set it up
- 1Add service values.
- 2Let calls/leads create records.
- 3Filter urgent/high-value first.
Demo workflow
Lead Priority workflow demo
A workspace user opens Lead Priority and needs to understand what action to take.
1
Open the page
Go to Lead Priority from the sidebar or this docs page.
2
Check the state
Read the cards, empty-state message, filters, or table rows to understand current status.
3
Take action
Use the related setup page, action button, or linked workflow to complete the next step.
The user knows what the page does and which action moves the workflow forward.