Dispose Lead

How do you dispose of a lead after completing the call?

After completing the call and successfully capturing the information, before initiating a new call, it's necessary to dispose of the old lead.

steps:

1. Log in to your "NeoDove Mobile application".

2. Press the "Start button" to receive the lead on your screen.

3. Review the lead information and contact history, then initiate the call by clicking on the contact number of the lead.

4. After completing the call, navigate to the Dispose Lead option.

5. Respond to the question "Was the Call Connected?"

If the call was successfully connected

If the call was successfully connected, select the "Yes, Connected" button.

• After clicking the 'Yes, Connected' button, the Customer Details form or the Lead form will be displayed. Capture all the lead information and record it in the database. This ensures that when the report is downloaded, all lead details are fetched as well.

• In addition to the questionnaire, a small tab featuring the WhatsApp, sms icon and Email icon will also become visible. This icons represents the option to send pre-drafted messages across the leads.

• "Upon clicking the icon", a pre-drafted message will appear in the Message Preview section on the screen. This message is pre-configured from the Admin Portal. Two options will be visible for sending it across the leads: WhatsApp and Email.

• Regardless of the chosen mode for sending, select the corresponding medium, click on the number or email ID just below that sending option, and then click on "Send" to dispatch the message to the lead.

• After clicking on "Send," it will take you to the chat,sms or email of that specific lead. If you need to make any changes or edits, you can do so; otherwise, you can simply send the message across.

Note: You have the option to make changes or edit the message if needed

• After capturing all the necessary details of the lead and sending the message, proceed by clicking on "Next" at the bottom of the screen.

• Next, a screen will prompt you to select the stages and tags based on the lead journey configured in the Admin Portal.

• If you choose the stages as Converted and Lost, the leads will be closed. However, for any other stages and tags except these, it's mandatory to set the follow-up as default just below the 'Select next action' section.

Note: If you wish to dispose of the lead without a mandatory follow-up, you can enable this feature in the Admin Portal. Navigate to the Settings option at the left bottom of the screen, where you will find the 'Allow Dispose Lead Without FollowUp' option. Enable it to proceed.

• After choosing the follow-up date and time, there are two additional optional options. You can select them if needed, or you can leave them blank and proceed to the next option.

• The options 'Re-assign this lead to other User' and 'Copy lead to other campaign' are entirely optional. You can choose to select them if needed, or you can leave them blank and proceed to the next option.

• If you wish to transfer a lead to another user or completely assign it to someone else, you can select the option called "Re-Assign this lead to other User."

• If you want to duplicate a lead from one campaign to another, you can choose the option called "Copy lead to other campaign."

• Following that, the Dispose Remark option will appear at the bottom of the screen. This allows you to record detailed remarks about the leads, documenting exactly what happened on that call for future reference.

• After entering all the details, you can click on the Submit button to successfully dispose of the lead.

"If the call was not connected".

If the call was not connected, click the "Not Connected" button. Choose a reason from the options provided:

• Did not pick

• Busy in another call

• User disconnected the call

• Switch off

• Out of Coverage Area / Network issue

• Call not connected / call not be completed

• Other reason

• Incorrect / Invalid Number

• Incoming calls not available

• Number not in use / does not exists / out of service

• After selecting the reason, you will find the same options below for choosing the follow-up date and the two optional choices, which can be selected if needed i.e., ‘Re-assign this lead to other user’ & ‘Copy lead to other campaign’ and Even for not connected leads you can send sms, whatsapp and email too.

• After choosing and selecting all the options, click on "Submit" to dispose of the lead.

Note: For not connected leads, if you wish to make the follow-up option mandatory, go to the Admin Portal and access the Settings option from the extreme left bottom of the screen. Enable the option called "Follow-ups to be mandatory for Not Connected Leads" accordingly.