Overview
What to do at each step
Every lead sits in one of four steps. Here's what to do in each one.
Leads
Leads that still need working. Open one and the actions you can take are on the right.
- Click Call. Your phone dials, and the call outcome buttons replace the dialer.
- Click what happened:
- Book Appointment if they will sit with you. See appointments.
- Schedule Callback if they will talk but not now. Pick a time, or click Log Callback to record the call without a time.
- No Answer, Voicemail, or Busy if the call went nowhere.
- If the lead is finished, pick a reason under Resolve. See resolving a lead.
Text and Email log themselves and hand off to your phone's messaging and mail apps. Use Note for anything worth remembering that is not a call.
A lead in this step reads as one of these:
| Status | What it means |
|---|---|
| New | It landed with you and has not been worked |
| Attempting | You have called or texted at least once |
| Callback | You promised to ring them back at a set time |
| No show | They did not turn up for their sit, so they are back here to rebook |
| Canceled | Their sit was called off, so they are back here to rebook |
Calls
The same leads as Leads, handed to you one at a time with a Call button. This is the step built for a phone. See working the call queue.
Appointments
Your sits, grouped by day. Days up to and including today open expanded, and each day says how many sits still need something from you.
- Open the lead from its row.
- Click Show if they attended, or No Show if they did not.
- On a lead you marked Show, click Launch Presentation to run the presentation and submit it.
To move a sit, click Reschedule. To call it off, click Cancel. Full detail: appointments.
Results
Closed leads, by reporting week. Nothing to do here, it is the record of what happened. See results.
If the buttons aren't there
| What you see | Why |
|---|---|
| No Resolve options on a brand new lead | A lead has to be worked before it can be resolved. Click Call, and the Resolve options appear with the call outcome buttons. |
| Call and Text greyed out | The lead has no phone number on it. |
| Email greyed out | The lead has no email address on it. |
| Every action gone, and a line saying the lead is resolved | The lead is closed. This is final. |
| No Launch Presentation | The sit has not been marked Show yet. |
| Start greyed out on an automation | Another automation is already running on the lead, or the lead is not at the status that workflow starts from. |