Step 2: My Funnel

 - Step 2 -

Use your In-Flow and Hot List to focus on your best opportunities

Find someone you'd like to talk to from your Opportunities List or the search bar, then add them to your In-Flow or Hot List!

In-Flow List: Add people you want to stay in touch with. We'll remind you to connect every two months.

Hot List: Add people who are thinking about selling and who you want to connect with more frequently. We'll remind you to connect every two weeks. 

Think of your In-Flow and Hot List like a safety net for your most important contacts. If we notice it's been a while since you've connected with someone, we'll send you a reminder.

First even shows you how long it's been since you've last connected!

We know you might not be able to connect with everyone you add to your lists right away - no problem! We automatically set a Next Step reminder (introduced tomorrow) to connect with them within one week.

Your goal today: Add 1 contact to your In-Flow or Hot List!