This section of the DaFeeder provides details on Lead History for a better understanding on how to use Lead Historythey are used, their purpose, and why we need them. Lead History provides the viewer with an outlined detailed view of the diferent different representatives who have interacted with the lead or viewed it, previous dispositions added, time and date stamps. This area is a great road map to understand the behaviour of a particular lead.A
Overview
The Lead history is a technical and tabular form logging of every action that was performed on the individual leadleads in a campaign. The table below provides a brief summary of the different columns present in a lead history.
| Field | Details |
|---|---|
| User | Provides the name of the agent who performed the action. |
| Action/Disposition | Log of all the actions and dispositions that occurred on the individual lead. |
| Date | Timestamp at which the action/disposition was performed. |
On any lead you can view the lead history The lead history of every individual leads can be viewed by selecting the Lead History tab above the lead information. You can access Moreover, there are two ways the lead history can be accessed. The first way of accessing the lead history is while feeding through a campaign or and the second method is by searching for a particular specific lead using the search function of the DaFeeder.
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Based on the lead history, it can be seen determined which representatives have interacted with it the lead in the past and when.
For instance, in the above screenshot, the lead was called three times before being closed. The first call was dispositioned as callback, second one as No Answer and after the third time reaching out to the client, the latter confirmed he wasn't interested any further.
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The table below provides a brief summary of the different possible actions you can see in the Lead History's Action/Disposition column.
| Action/Disposition | Description |
|---|---|
| Lead fed from campaign | Lead has been generated automatically to the agent working in the campaign. |
| Lead direct viewed | Agent performed a lookup and searched for this specific lead. |
Call initiated to xxxxxxxxxxx from xxxx*xxx | This action will appear when the call button is clicked on the lead. This imply that an attempt was made by the agent to contact the customer. |
| Recycled | Seeing this action implies the lead has been recycled before and went back to an Open state. More details in the recycle section of Manage Campaigns. |
| *Every Disposition's name* | Each disposition's name can appear in the lead history depending on how the lead has been dispositioned before. The different disposition may have different meaning depending on the action associated with the dispositions. |