# Yes Connected

{% hint style="success" %}
If the call was successfully connected, select the "**Yes, Connected**" button.
{% endhint %}

### Let's find out what happens next after a call connects during the disposition process:

***

1. 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.

![](https://lh7-us.googleusercontent.com/20SFeL2bnUv23x-ty0bJkVkVyJHt9MKRBqeKAxNY_iUmDrAmWSNH5AP6d8C7CLi5pz7K258EClZVSAdxnixi3vjIWZ8fiH8XWi0rKJSAif675tP7JIhThODo-vy-M-JYLcQNPLHyyydsGotIMGLECQQ)![](https://lh7-us.googleusercontent.com/L1eZQ8_FR1X6KAjJUWq2kjlLwCVnlE8rvljpQOi5xq1zTrHWm5REDjdfQ9hE-lQQs091X8iTKXjCRRnE3Zg-YZdoSraHOpNyDuPM4n2lZYArz7MjR2qZlnMOourQ4lQVv1IjIj4tLKsw0-rWPnGzf9w)

2. In addition to the **questionnaire**, a small tab named '**Send Message**' featuring the WhatsApp, SMS icon, and Email icon will also become visible. This icon represents the option to send **pre-drafted messages** across the leads.
3. Upon clicking on any of the icons, a **pre-drafted message** will appear in the **Message Preview** section on the screen. This message is **pre-configured** from the Admin Portal. 
4. 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.

         ![](https://lh7-us.googleusercontent.com/APDmZxvWcBZO0Fg6gOSvTPrRj023iy_WKzqPinKM_TAws0qSWyLA-3jDL4u7QxQsnf6maPwRSHjwV-UPI968oruqTvd5G9gDolDkq5WtRqLE6B6OcixTtzpfsvVrQm3O3k6zCbfrEO2Q2t6coV0nWmE) 

5. 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.

{% hint style="success" %}
**Note:** You have the option to make **changes** or **edit** the message if needed
{% endhint %}

6. After capturing all the necessary details of the lead and sending the message, proceed by clicking on **"Next"** at the bottom of the screen.
7. Next, a screen will prompt you to select the **stages** and **tags** based on the lead journey configured in the Admin Portal.
8. 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.

![](https://lh7-us.googleusercontent.com/uQOKkrHOGMtmm7L71TrMH-h4EW0ZAhknYhLN01Bodd_XrSWa1Mzo8OgBDwuSLTcFnGulJU8FidDp1ty6DpttpsWkj5HMNs3Gj1v-ytFXr3VJ3aWd6iI4COyD7TtUbT0NRMT_3rlzaISk4jkxok_lK8I)![](https://lh7-us.googleusercontent.com/FJDyp0Olr9defB7N-2Ydgm3KQfcOEZ-gVXhdpJJ6yCBDKegg8n6qSElYJQ3ZhHS6Q1gY8SeeZjYcyLiWSVpDAv2rRWBlxl2MSoP7gfZ1HnHDbA9JWnotBLo9NOi3CFxT4aARKo6pF9-of-YSLdVpfCo)

{% hint style="success" %}
**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.
{% endhint %}

9. 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**.            
10. 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.
11. 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."**
12. If you want to duplicate a lead from one campaign to another, you can choose the option called **"Copy lead to other campaign."**

![](https://lh7-us.googleusercontent.com/RQT2DieC2ftWnpyL436QjxZRPFOIJFGq-iq_AfJCLAJYit3tSeSOgq7lYc9EWuVU9TBCOPKrB6ICW7SiNXB6b6yZn9B8RW-_aDN4IWo3plVrNX7GOwGiLdSY-_ZFvU2gJjm-buFbNGOEdZnq15EetVQ)

13. 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.
14. After entering all the details, you can click on the **Submit** button to successfully **dispose** of the lead.     

       ![](https://lh7-us.googleusercontent.com/EQpTKbkMNVeTzjXGqjweKw-Yt--CP2BXCFWbAlUdtW677ZJEP_Ra8ayZs4SfwdErm8QxeSHe6EgZrpGNceRg9NfJciZpfy2IgYYedCddmpjtoVd-30kLWTE3DudwQFwxwR3WlIZNWzkGXFeLtviDeUE)


---

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