PippifyHelp Center

How to Use the Hot Leads Report

Feature Availability User Permissions Business Type Time to Complete Skill Level
All plans and the free trial Sales Manager and Admin All business types About 5 minutes Beginner

Summary

Overview: The Hot Leads report lists the leads Pippin scored hot in a date range, highest score first. It flags hot leads that have waited too long for a person, so your team can act fast.

Prerequisites:

  • You are a Sales Manager or the Admin.
  • Lead scoring is set up. See How to Set Up Lead Scoring.

Step-by-Step Instructions

Step 1: Open the report

  1. Go to Dashboard.
  2. On the Hot Leads tile, click View. The report opens with the same date preset as the Dashboard.

Step 2: Set the date range

  1. Click the date button at the top right, pick a preset or Custom, and click Apply.

Step 3: Read the table

  1. The line above the table shows the total, for example Showing 4 hot leads.
  2. Leads are sorted by score, highest first. Columns:
    • Date Received, Contact Name (click to open the lead), Company and Email Address.
    • Score.
    • Status: the lead's stage.
    • Next Action: the path Pippin chose for the lead.
    • Review Status: the state of the lead's latest Review Queue item: Pending, Approved, Edited, Rejected, Superseded or Sent. A dash means the lead has no review item.
    • Response Time: time since the lead arrived. Over 1 hour shows in red.
    • Last Activity: time since the last message with the lead. Over 2 hours shows in red.
    • Needs Attention: an alert icon means the lead arrived more than 1 hour ago and its review item is still pending.
  3. Click any row to open the lead.

Step 4: Act on flagged leads

  1. For a lead with the Needs Attention icon, open the Review Queue and approve or reject its pending item. See How to Approve or Reject Items in the Review Queue.

Step 5: Search and export

  1. Type in Search name, company, email... to filter.
  2. Click Export CSV to download the rows shown. The file is named hot-leads- plus today's date.

Verify It Worked

Success criteria:

  • The table lists only hot leads that arrived in the range.
  • After you approve a flagged item, its Review Status changes and the Needs Attention icon goes away.

Troubleshooting

Common errors

  • "No hot leads found for this period.": no hot leads arrived in the range, or none match your search. Fix: widen the date range or clear the search.

Limitations & considerations

  • The table shows up to 100 leads at a time. Narrow the range or search to find others.
  • Archived leads are not included.

Next Steps & Related Resources

  • Next steps:
    • How to Approve or Reject Items in the Review Queue
  • Related articles:
    • How to Read the Dashboard
    • How to Set Hot and Warm Thresholds
    • How Pippin Reads and Scores a Lead

Need more help? For more information and assistance, please send an email to support@pippify.ai.

Last Updated: 10/13/2026