# 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.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2F0o6AZ8SFgDrYvCuoT7M5%2FYes%2C%20Connected.png?alt=media&#x26;token=64282e72-5a1c-483c-bf8f-7959bbc61d8e" alt=""><figcaption></figcaption></figure>

2. In addition to the **questionnaire**, a small tab featuring the **WhatsApp icon** will also become visible. This icon represents the option to send **pre-drafted messages** across the leads.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FM4k0PBwSH3M2oC86CVgA%2FSend%20Message%20User%20Portal.png?alt=media&#x26;token=269520af-dd05-49fa-a73a-15a325792b2b" alt=""><figcaption></figcaption></figure>

3. 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**.
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.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FoZcdSkdYMQIWf7lCLfg5%2FMode%20of%20Send%20Message.png?alt=media&#x26;token=167406cf-42c8-419b-8907-11f2ec6dd30d" alt=""><figcaption></figcaption></figure>

5. After clicking on "**Send**," it will take you to the chat 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.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2F8ErEKKfDWmUa8RqrP0xc%2FDispose%20Stages%20and%20Tags.png?alt=media&#x26;token=c7db17fc-9e03-4014-99bf-98851c2a9452" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FEFi3IeNnFPrbSD8FpzXq%2FUser%20Portal%20Follow-Up%20Option.png?alt=media&#x26;token=0cef05dd-bc62-4c92-a6ad-0faec9f24d62" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
**Note:** If you wish to dispose of the lead without a **mandatory follow-up**, you can enable a 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.

* 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**."

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FWMQ1hcZrt1oKDw55m7ex%2FUser%20Portal%20Select%20Next%20Action.png?alt=media&#x26;token=21188efe-dc0b-48f7-b9c4-1bb428dc341d" alt=""><figcaption></figcaption></figure>

10. 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.
11. After entering all the details, you can click on the '**Submit**' button to successfully **dispose** of the lead.

<figure><img src="https://2103666731-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJasmeOMeAJhTVh0M75%2Fuploads%2FsKqVESAQMrw4xdnTnvja%2FDispose%20of%20Lead.png?alt=media&#x26;token=be6ac961-3172-4007-9d8d-ba37f5ef2fb9" alt=""><figcaption></figcaption></figure>
