TERRA-402-01Live
Twelve stages
From Unprocessed to Won or Lost, including Contact not working.
Also inside TERRA-402 LEADS
The rest of LEADS.
TERRA-402-02Live
Rules
When a stage is reached, a call goes unanswered or a lead goes quiet: create a task, move the lead, or hand it over.
TERRA-402 LEADS
TERRA-402-03Live
Bulk moves
Select one card or a whole column, move them anywhere or bin them.
TERRA-402 LEADS
TERRA-402-04Live
Call from the card
An assisted call started straight from the lead's card.
TERRA-402 LEADS
TERRA-402-05Live
One person, one lead
The same person is never two leads, and their main number is the one that gets called.
TERRA-402 LEADS
TERRA-402-06Live
No way to reach them, no lead
No phone number of their own and no usable e-mail means no lead is created.
TERRA-402 LEADS