Default Lead Status

TLD has several default Lead Statuses that are enabled on the account. These statuses can be utilized by the Client or hidden if not needed. Below is a description of each Lead Status and it’s purpose.

While these statuses are available by default, the Client can define the meaning of these Statuses to better represent their business needed

• Fronted - Typically utilized when a Lead is Fronted and forwarded to the Sales team

  • Aligns with TLDialer status Fronted, before Conversion

  • Triggers Lead update to Fronted, stamp the lead Fronted along with the date.

    Open

    

• Transferred- Typically utilized when the Agent transfers the caller to another department

  • Aligns with TLDialer Status Call Transferred, before Conversion

• Callback - Typically utilized when the Agent schedules a call back with the customer

  • Aligns with TLDialer Status Call Back, before and after Conversion

  • Shows Callback Popup before Dispo

• Left Message - Typically utilized when the Agent leaves a message for a customer

  • Aligns with TLDialer Status Left Message, before Conversion

• Busy Signal - Typically utilized when the Agent receives a busy signal during an OBC

  • Aligns with TLDialer Status Busy, before Conversion

• Answering Machine - Typically utilized when an answering machine is reached

  • Aligns with TLDialer Status Answer Machine, before Conversion

• No Answer - Typically utilized for OBC when there is no answer from the customer

  • Aligns with TLDialer Status No Answer, before Conversion

• Fax - Typically utilized when the number dialed is a fax line

  • Aligns with TLDialer Status Disconnected Number, before Conversion

• Disconnected - Typically utilized when the call is disconnected

• Not Interested - Typically utilized when the customer indicates they are not interested in purchasing coverage

  • Aligns with TLDialer Status Not Interested, before Conversion

• Already Purchased - Typically utilized when the customer indicates they have already purchased coverage

  • Aligns with TLDialer Status Already Purchased, before Conversion

  • Tags Lead with Existing Client

• Can't Afford - Typically utilized when the customer indicates they can not afford the plan

  • Aligns with TLDialer Can’t Afford, before Conversion

• Bad Number - Typically utilized when the number dialed is invalid

  • Aligns with TLDialer Status Disconnected Number, before Conversion

• Never Inquired- Typically utilized when the customer indicates they never inquired about coverage

  • Aligns with TLDialer Status Not Interested, before Conversion

• Language Barrier - Typically utilized when there is a language barrier between the caller and the Agent.

  • Aligns with TLDialer Status Language Barrier, before Conversion

• Medicare- Typically utilized when the customer is currently on a Medicare plan

  • Aligns with TLDialer Status Medicare, before Conversion

• Medicaid - Typically utilized when the customer is currently on a Medicaid plan

  • Aligns with TLDialer Status Medicaid, before Conversion

• Dental - Typically utilized when an agent makes and ancillary sale for Dental coverage

  • Aligns with TLDialer Status Dental, After Conversion

• Out of Network - Typically utilized when a customer is considered Out of Network.

  • Aligns with TLDialer Status Out of Network, before Conversion

• Deceased - Typically utilized when the person the agent attempts to call is deceased

  • Aligns with TLDialer Status Deceased, before Conversion