Best Practices: Lead Follow-up

Always set a Follow-up date when you create the lead — that's what makes it show up in Follow-ups due, not your memory.

Update the status after every interaction, even without a sale — a lead who's been Contacted but is still marked New throws off your numbers.

Link the cars they're interested in as soon as you know them — see Link Cars a Lead Is Interested In.

Mark a lead Lost instead of leaving it open indefinitely — an honest status keeps your follow-ups useful.