Create a manual review queue
Create a manual review queue
Manual review queues are useful when a recovered lead is promising but not clean enough for automatic sales follow-up.
Send to review when
Use manual review when:
- Phone is missing.
- Address is partial.
- The lead may already exist in the CRM.
- The service area is unclear.
- The page visited is medium intent.
- The homeowner relationship is unclear.
- A required CRM field is missing.
Where to put the queue
Common review destinations:
- CRM task list.
- Spreadsheet.
- Slack or Teams channel.
- Shared inbox.
- Pipeline On dashboard review.
- Zapier table.
What the reviewer should check
Review:
- Page visited.
- Service area.
- CRM duplicate status.
- Contact fields.
- Existing customer status.
- Whether follow-up is appropriate.
Review outcome
After review, mark the lead as:
- Call now.
- Email.
- Postcard.
- Suppress.
- Existing customer.
- Outside area.
- Bad fit.