Some clients will refer to Lead Statuses are also referred to as a Disposition. A Lead Status is how a User marks what happened during that lead. While the system has standard statuses, many clients like to add additional ones times additional Lead Statuses may be needed for tracking call outcomes.
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When adding a Lead Status Disposition always check to make sure the Lead Status doesn't already exist and , is hidden, or is a System status. or if there is an option that There might also be Lead Statuses that aren’t an exact match but will meet the clients needs but is slightly different from what they asked for. |
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Step One: Creating a TLDialer Status
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Enter the Name in all lowercase letters and underscores for spaces (lowercase_underscore). The Description is the name as it would appear on the Lead
Additional customizations are available(Button Label, Icon, and Color) but are typically left blank unless requested by the client.
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When to Show Status Button is when the Lead Status will be visible to the Users
Before Conversion - the option will only be available until the lead is converted
After Conversation - the option will only be available after the lead has been converted,
Before and After Conversions. - this Lead Status will always be visible.
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