In the Funnel module, you can easily track leads for new and existing clients. The heat is an indication of how likely it is for the lead to turn into a successful project.
The four heat levels are Ice, Cold, Warm, and Hot.
Dynamic Heat
Jetbuilt uses an algorithm that calculates the heat of a lead/project based on things such as how recent the lead/project is, stage changes, proposals generated, and other actions taken inside the project.
Manually Setting the Heat
Instead of using the Dynamic option to calculate the heat, you can also adjust this manually for each lead by clicking on the current heat level to open a dropdown menu. Here, you can select your desired heat level to update the lead.
Once you manually change the heat for a lead, the heat level will display a dropdown menu arrow next to it. This lets you know that the heat has been manually set, and you should continue to update it as needed.
If, at any time, you'd like to switch back to having the heat level generated dynamically, you can click into the dropdown menu and select the heat level shown at the top of the list that says "Dynamic".
We hope that helps! Please reach out to us in Support Chat with any questions!