What are the top 3 mistakes new RootLogic users make?

This is the single most damaging mistake. When you drag a card to Consult Booked, the pipeline card moves but nothing else happens — the automation doesn't fire, the opportunity value doesn't update to $500, and the offline conversion isn't sent to Google Ads. Your ad algorithm never learns that the lead became a real consult. Always use the calendar booking flow to move a lead to Consult Booked. The calendar is what triggers everything. Drag-and-drop is only safe for moving a lead from Lead Received to Hot Lead.

If you don't write a note on the contact record immediately after hanging up, that call might as well not have happened. The next person who picks up the phone — whether that's you tomorrow or a colleague — will call with zero context. Leads notice when they have to repeat themselves. Open the contact's Activity tab, click "Add Note," and write 2–3 sentences: what they asked about, what you told them, and what the next step is. It takes 60 seconds and it's the habit that separates top-performing front desks from average ones.

A pipeline full of 60-day-old leads in Lead Received looks busy but is actually useless — and it makes it impossible to see who actually needs attention today. Once a week, review your Lead Received column. Any lead you've genuinely tried to reach multiple times with no response after 30+ days: move them to a "No Response" stage or delete the opportunity. The contact record stays, so you're not losing anything. A clean pipeline is a working pipeline.