Overview
In SalesExec, utilizing actions, also known as dispositions, is essential for effectively managing leads. These actions reflect the outcome of interactions such as calls or emails and update the lead's status accordingly, ensuring they progress appropriately through the sales workflow.
Key Functionality
Action Execution: Perform actions like "Called" or "Emailed" to update lead statuses and move them through the sales process.
Disposition Tracking: Track the outcomes of interactions to maintain accurate lead histories.
Workflow Integration: Actions are integrated into the sales workflow, automating lead progression based on interaction outcomes.
How to Use This Feature
1. Navigate to the My Leads Screen
Access the My Leads screen to view your current leads.
2. Select a Lead
Click on a lead to highlight it. You can also select multiple leads by holding down the Shift key while clicking on additional leads.
Go to My Leads screen
Select required leads and locate Actions menu
3. Access the Actions Menu
With a lead selected, click the Actions icon located on the column header above the leads, or click the small bolt icon located to the far left of the lead information.
Alternatively, when viewing a lead's details, click the drop-down arrow located on the Actions button towards the top right-hand side of the lead details page.
4. Choose an Action
From the available options, select the appropriate action, such as "Called" or "Emailed."
Perform action from Lead Details page
Note: Actions are also known as dispositions. These must be performed to appropriately move the lead through the Sales Workflow.
Best Practices
Consistent Application: Regularly apply actions to maintain accurate lead statuses and histories.
Timely Updates: Update lead statuses promptly after interactions to ensure timely follow-ups.
Proper Categorization: Choose the most appropriate action to accurately reflect the outcome of the interaction.
Troubleshooting
Missing Actions: Ensure that your user permissions include access to the necessary actions.
Action Not Updating Status: Verify that the action is configured to update the lead's status within the workflow.
System Errors: If issues persist, contact your administrator or support team for assistance.