New leads this week
Weekly summary of new leads added to the pipeline to ensure prompt follow-up.
I want to see all new leads that entered my pipeline this week so I can make sure they're being followed up on.Follow these steps:1. Check my CRM for all contacts created in the past 7 days.2. For each, pull: name, company, date added, lead source, status, and whether any follow-up activity has been logged.3. Sort by date added with newest first.4. Send me a summary email with total count, comparison to last week, and a list of all new leads. Highlight any without follow-up activity scheduled.
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