How to flag a contact as a lead in Mojo for reporting and tracking

How to flag a contact as a lead in Mojo for reporting and tracking

How to Use Lead Tags to Organize Contacts

To tag a contact as a 'Lead' in Mojo, you simply designate up to 3 contact groups in Mojo as a lead group. When you assign a contact to one of the groups you've designated as a lead group, the system will tag that contact as a Lead and update reports. 

  • Designating lead Groups: In the Data & Dialer section, you can mark up to 3 Groups as lead designators

    • Click the 3 vertical dots to the right of any Group
    • Select "Edit/Designate Lead"
    • Check the box next to "Designate Leads" option

  • Automatic tracking: Once you've designated these Groups, any contacts assigned to them will be:

    • Tracked as Leads in your Reports
    • Visible in your Prospecting Dashboard
    • Easily identifiable in your contact management system

This organization system helps you prioritize follow-ups and track conversion metrics for your most important contacts.

    • Related Articles

    • How to categorize leads and contacts

      Understanding Mojo's Record Organization System Mojo organizes your contacts into three distinct categories that guide leads through your sales pipeline: Properties List Houses unqualified real estate-specific data including: Expired and Off Market ...

    • How to export data and reports from Mojo

      You can export contacts and reports directly from Mojo using the Data and Dialer or Reports section. Follow the steps below to download your data: Exporting Contacts: In Mojo, go to Data and Dialer Select the List or Group you want to export Choose ...

    • Lead and sales pipeline flow in Mojo

      How to Qualify Leads Effectively in Mojo Understanding Lead Groups Your Mojo account comes with prebuilt lead classification groups: Hot Lead Warm Lead Dead Lead Not Yet Interested Future Follow Up Appointment Set Customizing Your Lead Groups Access ...

    • How to create targeted calling lists and groups

      Building Targeted Lead Lists Using Custom Criteria in MojoSells Overview Sublists and Sub-Groups in Mojo allow you to create highly targeted calling lists based on specific filtering criteria. These filtered lists help you focus your outreach on the ...

    • How to handle and resolve duplicate leads in Mojo

      How to Handle and Resolve Duplicate Leads in Mojo: If you have duplicate leads and want to clean them up, you can use Mojo's Find Duplicates feature to streamline your database. How to Find and Manage Duplicates: In Mojo, go to Data and Dialer Click ...