Overview
The Pull Screen is the primary interface for users to retrieve new leads using Pull Distribution. It is designed for guided selling, keeping sales representatives focused on making outbound calls by delivering one lead at a time and providing immediate tools for dispositioning.
Key Functionality
Pull Record: Manually retrieve the next available lead from your assigned queue(s).
Auto-Pull: When enabled, automatically retrieves a new lead immediately after an action (disposition) is taken on the current lead.
Lead Actions (Dispositions): A set of buttons to quickly categorize the outcome of a call (e.g., Left Message, Unavailable, Sold, Dead).
Integrated Tools: Access notes, compose emails, and send pre-set email templates without leaving the screen.
Agent Statistics: Real-time visibility into key performance metrics (Appointments, Calls, Sales).
Scripts: If configured, interactive scripts are displayed to guide the conversation with the lead.
How to Use the Pull Screen
Pulling a Lead
Navigate to the Pull section from the main navigation menu.
In the Left Panel, ensure the correct queue(s) are selected. If you have multiple queues, you can select one or all that you are assigned to.
Click the Pull Record button to retrieve a new lead. The lead's full details will load on the screen.
Note: To view how Pull Distribution is created click here
Working a Lead
Once a lead is pulled, you can:
Make a Call: Use the provided phone number with your click-to-dial system.
Disposition the Lead: After the call, select an appropriate Action (e.g., Contacted - Schedule Callback, No Contact, Sold). This completes the interaction and makes you eligible to pull the next lead.
Add Notes: Click Notes to log any relevant details from the conversation.
Send an Email: Use Compose for a free-hand email or Template to send a pre-approved email.
Enable Auto-Pull: Toggle Auto-Pull to ON to have the next lead load automatically immediately after you select an Action.
Screen Layout & Components
Left Panel - Pull: Contains queue selection and the Pull Record button.
Lead Details Panel: Displays all lead information (Name, Phone, Email, Address, etc.).
Action Buttons: Used to disposition the lead and end the current interaction.
Auto-Pull Toggle: When ON, automatically pulls the next lead after a disposition is selected.
Notes / Compose / Template: Quick-access tools for logging follow-ups and communicating.
Agent Statistics: Live counters showing your daily Appointments, Calls, and Sales.
Scripts: (If enabled) Displays a guided script for the agent to follow during the call.
Note: Click Here for our article on Scripts
Best Practices
Use Auto-Pull: Enable Auto-Pull to minimize downtime between calls and maximize dials.
Disposition Promptly: Always select an Action immediately after a call to keep your workflow moving and lead data accurate.
Leverage Notes: Record key details from conversations to provide context for future follow-ups.
Utilize Templates: Use email templates for consistent and efficient follow-up communication.
Troubleshooting
No leads are available when pulling.
Confirm you are assigned to an active lead queue and that the queue contains leads in a distributable status.Auto-Pull is not working.
Ensure the Auto-Pull toggle is set to ON and that you are fully completing an action on the current lead by clicking a disposition button.The wrong queues are showing.
An administrator manages your assigned queues. Please contact your manager or administrator to update your queue assignments.