This section of the DaFeeder provides details for a better understanding on how to use Lead History. Lead History provides the viewer with an outlined detailed view of the diferent 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 Lead history is a tabular form logging of every action that was performed on the individual lead. 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 by selecting the Lead History tab above the lead information.
You can access the lead history while feeding through a campaign or by searching for a particular lead using the search function of the DaFeeder.
The following is an example of a Lead History.
Based on the lead history it can be seen which representatives have interacted with it 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.
The Lead History provides a complete understanding of every actions on the lead as we can find all the previous dispositions, all the representatives and the time and date that the lead has been handled.
Lead History Action/Disposition
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. |