Follow up with a hot lead and assign to a closer
Find hot leads in Prop AI, qualify them with a script, and assign them to a closer when ready for a deal.
Calls
Welcome to the Prop.ai Help Center!
Pre-qualify, underwrite, and assign leads to a closer in Prop AI
Learn how to properly pre-qualify and underwrite a lead, assign it to a closer, and monitor follow-up using Prop AI.
Calls
How to Call and Prioritize Leads in the Prop AI CRM
Sort leads, choose the right number, and use calling tools effectively in the Prop AI CRM.
Calls
What to Ask During a Call and Where to Record It in Prop AI
Learn how to identify lead types, ask the right pre-qual questions, and record call results inside the Prop AI contact record.
Calls
© Prop AI 2025