Once feeding, the General The General Lead Information is the default view an agent you will see when they are presented you access a lead in the Feeder. The display of the General Lead Information contains basic company and contact information of the customer whom the agent will be calling.
Upon selecting Feed on the dashboard, and choosing a campaign, the lead information will be displayed.
All the fields that are displayed in the leads in the screenshot above are pulled from uploading the campaign. Hence different campaigns may have different fields in their leads.
The field names that are displayed are selected when uploading the campaign.
However, several fields are innate to the DaFeeder and will be displayed irrespective of the campaign in use. The table below summarizes the various fields that will be displayed irrespective of the campaign in use.displays all the "Visible" fields of a campaign for review.
To view the general lead information, follow the steps given below:
1. Navigate to the lead page for which you wish to view the general lead information.
Refer to the table below for field descriptions:
Fields | Description |
Lead ID | Unique Identifier number used to differentiate |
leads |
in DaFeeder. Lead IDs are unique across all campaigns |
in the organization and are never repeated. |
Calls Made Today |
Total number of calls the representative has made today using the Green Call button next to the telephone number, so long as the Dafeeder session has not expired or timed out. |
Show |
Call Script | Hovering over the |
( |
Editing Lead Fields
The fields in the lead can also be manually edited and updated from the General Lead Information tab. 2. To edit and update a field value, click on the value you are looking to update.
For instance, if you are looking to change the Client Name field, click on the value of that field.
After selecting the field to be updated, the following should appear.
After modifying the field, select the check mark to save the new information.
...
| title | Scenario 1 |
|---|
...
.
A dialog will be displayed in the field.
3. Enter the required value and click (
).
The value will be updated.
Call Scripts
A call script is a pre-written script to assist an agent in handling a lead. Call scripts are a great way to ensure consistency across all representatives in their speech as they are using use the call script about the products or services. To access the call script in the lead, hover your mouse over the Show Call Script button under the (
) in the General Lead Information tab as can be seen shown in the screenshot below. Moreover, to To hide the script again, move the cursor anywhere away from the call script drop down area and the General Lead Information display will appear again.
| Info |
|---|
| The call script area is a great place to have FAQs so all representatives will have access to the answers of commonly asked questions or good-to-knows in one place. |
Moreover, call scripts can also be changed/updated any time by going editing the campaign provided the user has the necessary privilege to edit the campaign.
See Manage Campaigns for more details..
