Log Inbound Calls
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Julieanne Eads
We would like the ability to log inbound calls so that leads automatically move to the Engaged stage when they call us back. Currently, many leads remain in the Lead stage even after returning our call. Unless we call the lead back and they answer, or they respond via text or email, the status does not update. Asking leads to text or email us back is unreliable, and as a result, valid engagement is not being accurately reflected in the CRM.
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Melinda Borden
Have you tried clicking on "from desk" and log call? Then click "outcome sources" and select inbound?
Shelby Parker
Great to hear your perspective, Julieanne Eads! I have a few more questions for you:
- What specific criteria should be used to automatically move a lead to the Engaged stage after an inbound call?
- Are there any specific call details or metadata that should be logged in the CRM for each inbound call?
- How should the system handle situations where multiple calls are received from the same lead?