In Adversus we split the leads into two:
- Contacts
- Leads
Contacts:
A contact in Adversus should be seen as info about either a person or company. A contact in Adversus is visible once you've uploaded the info about the contact to a lead pool.
A lead pool in Adversus should be seen as a collection of contacts with relevant info.
There can be two different reasons for adding contacts to a lead pool:
- You want to call the contacts. This is all the potential customers you wish to call from Adversus. All potential customers, you wish to contact, should be in a lead pool.
After you've added the potential customers as contacts to a lead pool, you need to add them to a campaign. Once you've added them to a campaign, you can call the contacts and they have been added to the campaign as leads. You can also add contacts directly to a campaign by uploading directly into the campaign - They will automatically be created in the default contact pool.
- You wish to do a duplicate check on the contacts. This could be the scenario if you have uploaded all your current customers to a lead pool, so when you upload new leads you wish to call, you check that it isn't your current customers.
Leads:
Once you've added your contacts to a campaign, they become leads on the campaign. The same contact can be added to multiple campaigns.
All leads on a campaign have a status, which determines what the lead is and if it should be contacted.
There are the following closed statuses, which means the lead will not automatically be called again:
- Success: The positive status of a lead, this should be seen as a lead you sold to or booked a meeting with (depending on what you use Adversus for)
- Not interested: The negative status of a qualified lead. This means the customer was in the target group but wasn't interested.
- Unqualified: This means that the lead for some reason wasn't a qualified lead to buy or book a meeting with.
- Invalid: This is the status you use when it is an incorrect lead., eg. a wrong number or a closed company.
The following statuses are the open statuses, which means it is leading the system will contact again:
- Unprocessed: Leads that have not been contacted.
- Automatic redial: Leads that have been called, but have not been reached.
- Common redial: Leads which have been reached and there been arranged a callback. However, it is not a call back to a specific phoner.
- Private redial: Leads which have been reached and there been arranged a call back to a specific phoner.
- VIP redial: Leads which have been reached and there been arranged a call back to a specific phoner. If there are two callbacks to the specific phoner, at a specific time the VIP redial will come first.
It is important to know that in your campaign settings, you choose how many contacts attempts a lead should have. If the leads have reached maximum contact attempts it will not be open anymore. Therefore leads can be closed which an open status if it has reached maximum call attempts.
The last status there is the " Unsolved" status. This means the lead has been opened and needs a status, but has not been saved, eg, the phoner simply closed the tap.
These leads can be found for the phoner in the dialer overview:
if the phoner doesn't save the unsolved lead, the system will automatically change it back to the former status after X hours. This can be defined under " Settings" --> "Account settings" --> "Client settings" --> "Release unsolved leads after hours".