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Action | Description | Example on when to use |
No More Calls | The lead will be closed and will no longer be fed from the campaign. | When customer requests to not be called thereafter |
Email Marketing | Emails the recipient of the lead about more information and a more detailed advertisement about the campaign presented. | When a customer requests for more information about the product campaign. |
Move to Language Barrier Queue | Move the lead to a special queue with only a select number of agents to work on the leads in this queue. | Spanish/French customer when calling lead |
Set Public Callback | Next time lead is fed, any representative may receive the lead. | When customer does not answer the call or the call goes to voicemail, etc. |
Set Private Callback | The same representative who initially dispositioned the lead will receive it next time it is fed. | When customer requests callback at a future date/time |
| Email Push | Sends an email to the specified address (typically used internally). | Agent transfers a Dafeeder lead via email to a Manager for follow up. |
| Set Choice Callback | Allows an agent to pick a Public or Private Callback of their choice. | Agent to select either callback methods at the time of dispositioning. |
| Transfer Via Slack | Transfers a leads information to a designated Slack Channel and notifies the users SlackBot. Notify Slack User>Agent: Will go to the person who is Dispositioning the lead's SlackBot. Notify Slack User>Choose Slack User: Will go to the person selected Slack Bot. | Active call transferred from person to person along with the leads information for real time communications. |
| Push to Melochenator | Pushes the lead to their respective company Melochenator and assigns the lead to the chosen representative for further actioning. | Client is interested in signing up and the Deals department will receive the information in the CRM. |
| Add to Do Not Call List | This action will no longer allow calls to a phone number in DaFeeder and some scenarios at all from the Organizations telephony. | Customer requests to no longer receive calls from the organization. |
| Assigning NO ACTION | Will close a lead to stop feeding in that campaign. All outbound calls to the number will complete. | Client has expressed they're currently not interested, but wants to keep receiving calls about other products. |
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