How to Keep Your Leads Organized

Tips on how to leverage the Angi app & Angi for Pros site tools to stay organized & be more responsive.

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Written by Angi
Updated over a week ago

Being responsive is key to increasing your close rate. We've created tools to help keep your Lead Board organized, which will ultimately help you respond to new customers as quickly as possible. Here are 3 tips we recommend to help keep your leads organized.


Tip #1 - Update the status of every lead

Each time you interact with a lead, update the status. Options include: New, Not Contacted, Contacted, Scheduled, Closed Won, and Closed Lost.

You'll have the ability to filter and sort by the Lead Status when viewing your Lead Board in the Angi for Pros site or in the Angi app.

Tip #2 - Rate every lead you receive

Within each lead, you'll have the option to provide a 1 through 5-star rating. Not only does this feedback help us understand where we can improve, it will help give you insight into what updates may need to be made on your account.

Tip #3 - Archive leads when you're done communicating with the customer

Once you're done communicating with a customer, archive their lead, so that it no longer appears on your Lead Board. This will help make sure that only active and potential customers are top of mind.

When using the Angi for Pros site, you'll have the option to archive leads after providing a rating. In the Angi app, you can long-hold on a lead from the Lead Board, or tap the menu within the Lead Details screen.

Archived leads can be found when using the filter options in both the Angi for Pros site and Angi app.


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