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Frequently Asked Questions

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Frequently Asked Questions

June 8, 2020

Q: How does the Magic list work?

The Magic List (your my leads list) is a smart prioritised list. The Magic List evolves as it learns from you and your customers. On day 1, the list is sorted by expiry. With the name closest to expiry up top.


Q: How do I know what my clients are sent?

You can see what a client has been sent in the activity pane of their client record. Check the bottom right hand corner and click each email to see the contents.


Q: Do you sort by expiry?

The Magic List is already sorted by time to expiry. The only time we’re pushing a client to the top today, is if they’ve requested a call back.


Q: Whats the easiest way to log that you’ve booked a client?

You can mark clients and book meetings in three clicks or less. If you’ve booked a client for a meeting to talk about their situation at a later date, mark them as meeting booked. If you’ve sorted the client over the phone, mark them as “Close This Lead“.


Q: Where does the client information come from?

The data that you see in your client records comes straight from your CRM. We validate this with you during the Data Ingestion process.


Q: How do I organise my booked meetings?

You find leads marked as Meeting Booked in your “Meeting Booked list”. You can still reschedule meetings or close leads once the meeting has taken place.


Q: Why would I use the “Close This Lead” button?

Close leads when a client has entered your sales process or you don’t want us to contact them anymore. You can close leads at every stage. Whether that’s because they’re already sorted or you’ve started their application process.


Q: Where do closed leads go?

They don’t disappear completely, they’re just hidden from your lists. You can use the filters or the search functionality to look for them at a later date.

Still have questions? Get in touch so we can add them to our knowledge base.

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