TERRA-402-08Live
One call to a recording
A lead only a voice menu or an answering machine answered moves to Menu or voicemail after that one call, with the other cards on the same number, and is not rung through the same menu again.
Also inside TERRA-402 LEADS
The rest of LEADS.
TERRA-402-01Live
Fifteen stages
From Unprocessed to Won or Lost, including Menu or voicemail and Contact not working.
TERRA-402 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
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Call from the card
An assisted call started straight from the lead's card.
TERRA-402 LEADS
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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.
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TERRA-402-07Live
A sent letter moves the lead on
Send info letter empties as it sends: a lead whose letter has gone moves to Info letter sent and waits for an answer there, and one whose letter bounces goes to Lost by itself.
TERRA-402 LEADS