How are Hot leads and Need follow up chosen?
Updated October 19, 2026
The two lists at the bottom of the Daily brief come from the Last interaction field of your people. They show who you're talking to right now, and who is going quiet.
Hot leads
- People whose Last interaction is in the last 7 days (active in 7d).
- The most recent first, 5 at most.
Need follow up
- People whose Last interaction is between 14 and 30 days ago. The card says silent 15–30d.
- The longest silence first, 5 at most.
What counts as an interaction
Last interaction is the date of the latest of these:
- a message sent or received in a conversation linked to the person, on Email, LinkedIn, WhatsApp or Telegram;
- a meeting linked to the person, at its start time.
Notes, tasks, phone calls and changes to the record don't count. A person with no linked conversation or meeting never appears in either list.
Who is included
- People only. Companies and deals are never listed.
- The owner at the top of the Daily brief applies. With Me, you see only people whose Owner is you. With All owners, you see everyone.
- The stage of a person's deals isn't taken into account: someone whose deal is won or lost can still appear, and you can't exclude them from these lists.
Act on them
- Click a person to open their profile, then write to them or add a task.
- Click All on a card to open People filtered on Last interaction (and on the owner). You see everyone, not only the first 5, and you can save the filter as a view.
Good to know
- The windows count back from the moment you open the page, not in calendar days.
- Under each name you see the company (or No company) and the kind of last interaction, such as Conversation or Meeting Booked. The badge shows today or the number of days, like 12d.
- A meeting planned in the future becomes the person's Last interaction as soon as it shows up in a connected calendar, so they leave both lists until the meeting has started.
- You can't change the 7, 14 or 30 days.
FAQ
Why are both lists empty?
Nobody has a recent Last interaction for the selected owner. Connect your email or social accounts so conversations link to your people, or switch the owner to All owners.
Can companies or deals be hot leads?
No. Only people are listed. Open Deals to follow your pipeline.
Related
Still stuck?