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Understand the Lead Flow Call Sheet for Sales

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Summary

Learn how to use the Lead Flow Call Sheet for Sales to prepare for lead calls, view comparable sales, link property data, record valuations, and capture call outcomes in one place.

This article covers:

Overview

The Lead Flow Call Sheet for Sales is designed to support agents during outbound lead calls by providing relevant property data, comparable sales, buyer matches, and follow‑up actions in a single view. This helps ensure more informed conversations and consistent lead management.

Access the Lead Flow Call Sheet

To open the Lead Flow Call Sheet for a sales lead:

  • Go to Lead Flow
  • Select the relevant lead list
  • Click a lead to open their details
  • Select View Call Sheet

The call sheet contains three tabs:

  • Call Sheet
  • Timeline
  • Matching Criteria

Use the Call Sheet tab

The Call Sheet tab contains everything needed to run and record your sales conversation.

Contact and property details

Contact details appear at the top of the call sheet, ensuring key information is available as soon as the call begins.

Linking property data

If your account is connected to RP Data or Pricefinder, you can link the lead’s property directly to one of these services.

Note: Linking property data enables additional comparable sales information to appear on the call sheet.

Comparable sold properties

The call sheet displays the top three recently sold properties from your database to help guide conversations.

If the property is linked to RP Data or Pricefinder, three additional recently sold properties from the surrounding area are also displayed.

Property Valuation and Buyer matches

You can enter an estimated property valuation during the call.

Once a valuation is added:

Box+Dice automatically matches buyers in the system whose criteria fall within the estimated price range.

Lead temperature and notes

You can:

  • Set the lead’s temperature (for example, Hot, Warm, or Cold)
  • Add conversation notes, which are saved under the lead activity on the contact’s timeline

Communicate with the lead

From the call sheet, you can send the lead an:

  • SMS
  • Email

Categories

You can add or update contact categories as needed to keep lead information organised.

Record the call outcome

After completing the call, record the outcome to ensure the correct next steps are triggered.

  • Answer Were you able to contact the lead?
    • Select Yes or No
  • If the lead is being dismissed, select Dismiss Lead and choose a reason

 

View the Timeline tab

The Timeline tab displays a chronological view of the lead’s activity, including:

  • Call notes
  • Status changes
  • Communication history

This helps provide full context for future conversations.

Use the Matching Criteria tab

The Matching Criteria tab shows how the lead aligns with buyers in your database.

Here you can:

  • View buyers that match the property criteria
  • See the number of matching buyer records
  • Update matching rules if required

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