Automation & Nurture

Where do after-hours chat leads show up in my pipeline?

After-hours chat leads land in their own dedicated pipeline column — knowing where to look each morning means no one slips through the cracks.

Open the Opportunities pipeline

From the left sidebar, click Opportunities. This opens your full pipeline board view with all columns visible.

Locate the "After Hours Chat" column

Scroll to the far right of your pipeline board. You'll see a dedicated After Hours Chat column — this is separate from Lead Received, Hot Lead, Consult Booked, and Procedure Booked. Any lead who submitted through your website's chat widget outside of business hours lands here automatically.

Understand why it's a separate column

Chat leads come in differently than form or ad leads — they started a live conversation, then left before staff could respond. The separate column is a visual flag that these people need a proactive outbound call first thing in the morning, not just the standard automated nurture sequence.

Review the card to see what was captured

Click any card in the After Hours Chat column to open the opportunity detail. Check the Activity tab to read the full chat transcript so you know exactly what the lead asked about before you call them back.

Pro tip: Make checking the After Hours Chat column part of your morning open-up routine — before you check email, before anything else. These leads were warm enough to start a chat conversation; they go cold fast if you wait until afternoon to call.

Important: After-hours chat leads do not automatically flow into the Lead Received nurture sequence. They stay in the After Hours Chat column until you manually move them. Once you make contact and qualify the lead, drag the card to Hot Lead or use the calendar to book them directly into Consult Booked.

Where do after-hours chat leads show up in my pipeline?

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