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Stages edited where they stand
Hover a column head and a pencil opens its window: the name, a line on what a lead here is waiting for, one of twelve colours and how much of it the head wears. A + on the head's corner adds a stage straight after it. The colour goes with the stage into the lists and onto the card. The Companies board is edited the same way, and the Deals board's stages are renamed and coloured too, though not added to: orders move a deal along them.
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
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Rules
When a lead reaches a stage, a letter arrives, a call ends or the card goes quiet: ring the bell, send a Telegram, raise a task, move the lead, or hand it over - the whole book is TERRA-412.
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Bulk moves
Select one card or a whole column, move them anywhere or bin them.
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Call from the card
An assisted call started straight from the lead's card.
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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.
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No way to reach them, no lead
No phone number of their own and no usable email means no lead is created.
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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.
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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.
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A number the carrier will not connect
A dial the carrier refuses does not count as an attempt. After two working days of nothing but refusals the agent stops: a bad number goes to Contact not working, and a number in a country with no route goes to Send info letter instead.
TERRA-402 LEADS