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 times additional Lead Statuses may be needed for tracking call outcomes.
When adding a Lead Status Disposition always check to make sure the Lead Status doesn't already exist, is hidden, or is a System status. There might also be Lead Statuses that aren’t an exact match but will meet the needs.
Step One: Creating a TLDialer Status
To begin, first create the Dialer status that will be link the Lead status for tracking and reporting
From TLDialer select Status
Select the Green + to begin creating the Status
The following fields will need to be filled out to ensure the TLDialer Status is configured correctly.
ID - abbreviated Name of Status Created (Max 6 characters)
Name - the name of the Lead Status recently created
Human Answered - did a person answer the phone
Answering Machine - did the call go to voicemail
Status Flags are additional flags that can be used to classify the Lead Status
Sale - was a sale made
Completed - utilized for sale statuses and mark a lead so it’s not contacted again
Customer Contact - was a customer contacted
Schedule Callback - did the User schedule a callback to the customer
Not Interested - the customer is not interested in the product
Unworkable - issues with the Lead make it unworkable
DNC - The lead will be added to the DNC (hard to reverse engineer or troubleshoot.)
Why is this important?
Accurate lead categorization is crucial for generating meaningful reports and optimizing future campaigns. Using "OTHER" as a catch-all category hinders our ability to do this effectively.
The Dialer status is what determines what Leads can be added back into the Hopper and Other is typically not a dialable status.
Step Two: Creating the Lead Status (Disposition)
Under Settings select Lead Status
Select Add Field from the top menu and scroll all the way down to select Lead Status
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.
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.
Map to TLDialer Status is where we link this newly created Lead Status Disposition to the TLDialer for tracking and reporting purposes.
Click Save to complete Lead Status creation