What's new in Fulcrum, No. 1

Lead Follow-Up

Every lead from the last 45 days in one place, with the ones nobody has touched yet at the top.

• Untouched leads. Leads with nothing logged since they came in, plus the ones still sitting in a queue with no owner.
• Who holds them. The untouched leads by owner, colored by how long each one has waited.
• Call these first. The newest leads, next to the ones that have waited longest.
• Never reached Salesforce. Website form fills that never turned into a lead or contact.
• The daily email. The same numbers every weekday at 8am ET, sent only to you. Settings, then Email reports.

The video uses Fulcrum's demo workspace. Your own screen shows your Salesforce data.