Smart Actions: Claim, Unsubscribe, Update ISA, Re-Engage
Updated
Types of Smart Actions
- Claim - Lead Fusion shuold stop prospecting this lead but a positive result such as you were able to make contact and will be working with a lead.
- Unsubscribe - Lead Fusion should stop prospecting this lead but a negative result such as the lead demanding we don't contact them again.
- Update ISA - A lead reached out to you directly and shared some details and you want to make sure the ISA knows what happened and what we should do next and when.
- Re-Engage - These are leads that we qualified and/or set an appointment for you, but you need our help re-engaging the lead and setting another appointment. Below are a few requirements for a lead to be eligible for Re-Engage
- The appointment set should be less than 7 days ago
- You made at least 3 attempts to reach out to the lead. 1 or more phone calls, and at least 1 or more texts.
- The lead hasn't already been re-engaged by your ISA
