TERRA-402LEADSLive
Twelve columns. Rules that move them.
The leads board from Unprocessed to Won, with rules that run automatically and bulk moves for forty cards at once.
On screen
What your team sees.
Screens from a demo desk: the real product, with made-up customers, numbers and parts.
Inside TERRA-402 LEADS
6 capabilities, one number each.
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Twelve stages
From Unprocessed to Won or Lost, including Contact not working.
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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.
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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 e-mail means no lead is created.
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