Call + Lead Qualification

Here you will find how to qualify calls and leads with LimePhone

Let's take a look at qualifying calls and leads within your LimePhone platform.

This can be done through various views within your LimePhone Web Dashboard, Dialer, and Android App.

In the Main Lead View using the Qualification Drop Down, simple select from the options, automatically updating the Lead's Status.

In the Preview Panel, you can update and qualify a lead depending on the outcome of the conversation or data provided.

In the Lead Full Profile you can update and qualify a lead depending on the outcome of the conversation or data provided.

Once a call or lead is qualified, you are able to filter and view leads according to preference.

You are able to update the qualification status of leads at any time and assign them to the relevant user or teams.

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Last updated 1 year ago