Lead and meeting reporting
Outbound is hard to manage when you can't tell what's ready, what's sent and what's working. RevFirst shows every lead's status from preparation to reply, so you can see progress at a glance.
Lead preparation
Every lead checked before launch
Ready for review486
Processing312
Needs attention14
Dana Whitfield · VP FinanceVerified
Tom Brennan · CFOCatch-all domain · Keep / Remove
RevFirst reports on your leads, campaigns and replies: how many leads are ready for review, processing or need attention, which campaigns are live, and what has been sent and replied to. Qualified leads, the positive replies your plan is priced on, are not the same as booked meetings. Meetings happen in your conversations and live in your CRM or calendar.
Lead preparation
Your Home screen shows how lead preparation is going. A sample workspace shows 486 leads ready for review, 312 processing and 14 that need attention. You always know what's waiting for you and what's still being prepared.
Activity
What happened today
Replied Dana Whitfield · Northwind Freight10:42
Sent Step 2 · 28 contacts09:15
Sequence stopped Reply received · Harbor Health08:51
Sent Step 1 · 30 contacts08:02
Each number answers a different question. Here's where to find each one today.
| Measure | What it tells you | Where you see it |
|---|---|---|
| Lead preparation | What's ready for review, processing or needs attention | Home |
| Campaign status | Which campaigns are draft, ready for review, approved or live | Campaigns |
| Sends and replies | What went out and who wrote back | Activity |
| Qualified leads | Positive replies from people who want to keep talking; the unit plans are priced on | Your inbox, with replies shown in Activity |
| Booked meetings | Which positive replies became calls or demos | Your CRM or calendar |
From sent to replied
Because every cohort has its own campaign, activity is easy to read. Compare which groups are replying, see where a sequence is still running, and decide which cohort deserves more attention next.
Lead preparation
Every lead checked before launch
Ready for review486
Processing312
Needs attention14
Dana Whitfield · VP FinanceVerified
Tom Brennan · CFOCatch-all domain · Keep / Remove
A qualified lead is a positive reply: someone asking for more information, agreeing to connect or requesting a call. A booked meeting comes after, once you and the prospect agree a time. Qualified leads are what plans are priced on; meetings are yours to book and record in the CRM or calendar you already use.
120
demos booked
Peoplebox.ai
15
demos booked with senior CFOs
Xflowpay
12
demos booked with qualified enterprise buyers
Refold.ai
Results from specific customers. Results vary by market and offer.
A simple routine
A short, regular check keeps outbound on track. Results vary by market and offer, so judge each cohort on its own numbers.
Review leads marked ready for review or needs attention.
Approve anything waiting so live campaigns don't run dry.
See which cohorts are replying and which are quiet.
List the week's qualified leads by cohort, so you know which offers are working.
Log booked calls in your CRM so pipeline stays in one place.
Each lead's status, plus totals on your Home screen for leads ready for review, processing and needing attention. You can keep or remove individual leads.
Yes. Every campaign shows its status: Draft, Ready for review, Approved or Live.
Not as a separate report today. Meetings are booked from your own inbox, so record them in the CRM or tracker you already use. The Activity feed shows which leads replied so you can match them.
It flags leads that need a closer look before they can be used. You'll see the count on your Home screen alongside leads ready for review and processing.
No. A qualified lead is a positive reply showing interest in continuing the conversation. A meeting is the step you take next. Plans are priced on qualified leads, not meetings; see the pricing page.
Free Forever plan
Enter your website and follow every lead from preparation to positive reply in one workspace.