Queue

Queue Follow-ups Inbox Playbook

Homeowner calling back

Dial or text

Name or number

0 / 20 leads

Active

Close dependency: none recorded.

0 / 5 clean business days

Reason Short detail (optional)

Your queue

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Email Password or six-digit code

Use your password, or the six-digit code from your authenticator app.

Let’s get you back in.

Tell your manager what you need. They see it on their admin screen and hand you a new link.

Your work email What’s happening

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Request sent.

Queue

Loading your queue 0 follow-ups due

0day streak

Area

Today

0Dials

0Conversations

0Texts

0Sets made

Today's goals

Sets made today

My leads

0 selected

Lead

Area

Status

Last touch

Notes

Actions

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Loading your queue 0 follow-ups due Area

✓

Nothing waiting. New leads and due callbacks show up here.

Lead context

Why this lead raised a hand

No intake answers have arrived yet.

Recent activity

Checking browser calling…

Recording permission

Skip any you don't have. A thin set is still a set.

Homeowner?Who will be home?Solar on the roof?Power bill?

What we know

Monthly utility bill ($)UtilityPreferred languageExisting solar size (kW)Existing equipmentInstalled by

Outcome note (optional)

After a recorded Sundae call, save the outcome, note, and next action below.

Outcome

Keys work whenever you are not typing in a box. On a number you dialed by hand, an outcome key asks first: Y saves it.

Did you call this number?

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When

Did you call this number?

Next up

Building your plan…

Set quality feedback

My sets

This week

Set booked

0Dials

0Conversations

0Sets made

–Set→sit

–Speed to lead