> For the complete documentation index, see [llms.txt](https://docs.neodove.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.neodove.com/neodove-web-application/dispose-lead/yes-connected.md).

# 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="/files/xtxLEH1mp3wJfNpNixKV" 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="/files/166S5dlnonOvGtQudpwX" 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="/files/tdAyQ2eE1WAJLbPhMxdd" 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="/files/ydx0rSb7tsTyvaK70G6t" 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="/files/Y0F3imk6KPBRgyYjDbPo" 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="/files/35DWmFv98wV4h5akREHm" 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="/files/7SVxvOw9fNLbbYxYEDv4" alt=""><figcaption></figcaption></figure>


---

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