Use the Status Button to update during or after the call, each lead status will be moved and updated to the appropriate disposition column in the Opportunity Pipeline.
Dispositions:
New Lead
No Contact 2 Weeks
No Contact 4 Weeks
No Answer
Contact Made No Appointment
Contact Made Send Appointment Request
Appointment Set
Appointment Quote Only
Application Submitted
Application Declined/Pivot
Application Approved
Policy Cancelled
Quote - Not Taken
Wrong/Bad/Disc Phone Number
Contacted - Not Interested
Non-Responsive
By simply adding the line of business tag and using the Status Button, there’s no need to manually drag and drop leads between pipelines. Doing it manually can bypass the built-in automation.
