Call started note or Live call notification
A
Alexis Johnson
Right now, if someone gets a lead and they call immediately there is no way know they are on the phone. Sometime leads are on the clock for 15-20 minutes while the customer is on the phone with the sales person.
We need a way to know if they're on the call so we don't put it back in rotation. A "call started" note or live call note would be great to help this. Really, I would think the second they start the call it would clear the lead.
Shelby Parker
Thanks for sharing this, Alexis Johnson — totally hear you on how risky that is if a lead gets put back into rotation while someone’s actively on the phone. A “call started”/live call indicator (or automatically clearing the lead as soon as the call begins) is really helpful context. I’m looping this into our review with the team, and we’ll follow up if we need any additional details from your workflow to make sure we’re solving it the right way.