Lead and Action Status is the list of options available for the Salesperson to choose after an action has been taken by a Salesperson for a lead.
You can find the Lead and Action Status settings under Manager Portal in 'Account Settings'. This setting can be only edited/amended/change or delete by a Super Manager.
There are two types of the Lead and Action Status default template available to choose by the Super Manager when an account is being setup.
- Property Sales Template
- College Template
There are 11 Action Statuses with 4 Action Type and 3 Selectable Lead Status under each respective template.
Property Sales Template
Please refer to the information on all the 4 columns under the Lead Status and Action Status Settings table.
- Yellow > Follow-up Lead Status
A salesperson should consistently follow-up with the respective lead chosen under this Follow-up lead status.
- Green > Won Lead Status
A salesperson will choose the Won lead status when they have closed a deal with the respective lead.
- Red > Drop Lead Status
A salesperson will choose the Drop lead status when they have identified that this is a non-qualified or quality lead based on various reasons.
The list of options for a Salesperson to choose as a result of an action/conversation taken with a lead.
Follow-up Lead Statuses
i. Pending Lead Response: An action taken by salesperson either through the incoming or outgoing call, SMS or used the tag and currently waiting for a reply from the respective contacted lead.
ii. Asked to call back later: The salesperson has contacted or had been contacted by the lead either through the incoming or outgoing call, SMS or used the tag and the lead has requested the Salesperson to contact them back.
iii. Will stop by show gallery or event/Will stop by school or event: The respective lead has set-up an appointment to meet Salesperson/Consultant at the sales gallery/school or event.
iv. Decided to buy; pending booking fee/Decided to enrol; pending booking fee: The respective lead has confirmed with Salesperson to purchase the property/enrolled to pursue further education and the lead will update Salesperson/Consultant on the booking amount/enrollment fees.
Won Lead Status
i. Booking fee received: The salesperson has received booking payment from the respective lead.
Dropped Lead Status
i. Lead not interested: The respective lead has informed the Salesperson that they are not interested to purchase the property or to enrol to the college.
ii. Decided not to buy/Decided not to enrol: The respective lead has informed the Salesperson that they have decided not to purchase the property/enrol to the college.
iii. Invalid number: The contact number provided by the lead is an invalid phone number and the salesperson will not be able to call them.
iv. Wrong number, didn't enquire - stop contacting: The phone number of the submitted lead was informed as a wrong phone number by the person who answered the call.
v. Stop contacting (opt-out): The respective lead informed the Salesperson not to contact them anymore or the lead requested to be taken out from the Salesperson's prospect list.
Follow-up and Drop Lead Status
i. Not reachable - line was busy, no answer, voicemail, out of coverage: The Salesperson has tried to contact the respective lead based on the phone number provided through outgoing call or SMS but the lead was uncontactable. The Salesperson chooses to continue trying to reach the lead again based on their organization's policy.
i. The list of option on Action Type for each Action Status. There are 4 Action Types which are Outgoing Call, Incoming Call, SMS and Tag.
ii. The Action Type should be selected based on the channel of communication or action available for the respective Action Status.
Selectable Lead Status
The 3 lead statuses, follow-up, won and dropped which are available to be chosen for the respective Action Status.
Considered As Reachable Lead
i. All the Action Status which have all 4 Action Types checked will be considered as a reachable lead.
ii. Reachable lead is considered as quality lead as well.
1. A Super Manager can customise the Action Status fields according to their organization's lead tracking requirement. However, each customised Action Status should be mutually exclusive, unique and should not overlap with the meaning of another Action Status.
2. It is advisable not to amend, change or delete the Action Status after the account has gone live with our system as it would impact the chosen Action Status for existing leads in the account.