Add more STATES
I
Iván
It's a shame to have more states with rules for each one.
For example:
- Scheduled: When a Lead has booked a call (currently the LEAD status does not mean that they have arrived to schedule, only that they have shown interest and have been offered).
- Doesn't Qualify: when a follower doesn't qualify (either it's not their goal, they're a family member, or they don't currently have interest or pain). Setting it to “Don't Qualify” removes it from the metrics and puts it in Manual so that the bot doesn't respond to it.
A
Alejandro Fernández Camello
We have just implemented a new “Scheduled” status, this will be automatically set with Calendly's automatic scheduling, so you can manually set it to each lead, they will also appear in the statistics section
I
Iván - Entrenador Online
As I said at the time but I see that it's still here, within the stages, between LEAD and CUSTOMER, we need to have an option that is AGENDA, CALL, BOOKED or something like that... since sending a booking link does not mean that you book and make the call.
This would allow us to obtain real metrics of Number of Calls,% of Conversion to Call,% of Conversion to Sales, etc. Since currently the% of conversion you get is not real, because it takes a% of sending from the agenda.