An Action (also sometimes called a disposition) is a function that controls and automates what happens to a lead. This could be moving a lead between workflows and statuses, scheduling a callback, denoting contact made or marking a lead DNC.
Adding an Action to a Status
Within the Edit Workflow page, select Add Action.
Select from a preset of Categories or enter a new Action Name. Then select Save Action.
The page will refresh and the new action will appear at the top of the screen. Select the Gear icon to configure.
Adding an Action
Configurable Action Operations
Change Status or Workflow: Move a lead to a status within the same workflow, or a status in a new workflow within the same Record Type.
Contact Attempted + Made: This Action Operation is used to denote that a Contact Attempt was made on a lead. This directly factors Response Time calculations when considering speed to contact on new leads within ClickPoint. If this operation is disabled, the lead will not be marked as a contact being attempted.
Add Appointment: Create an appointment for either yourself or another user.
Send Email Template: Send an already configured email template to a lead.
Set Email Nurture Strategy: Add an already configured nurture strategy to a lead.
Transfer Lead: Transfer a lead to another User, Branch or Corporate level. Disable all transfer options to force an assignment to the user interacting with the lead. Use Distribute After Transfer to send a lead through a Push Distribution if it qualifies.
Return Lead: Remove a lead from the Lead Manager Screen. This is used for flagging bad leads.
Release Pull: Primarily used in conjunction with Pull Distributions. This signifies the minimum amount of time that must elapse before a lead can be pulled within a distribution strategy. Use Decrement Pull Count on Release if you need to reduce the number of pull attempts one value.
Add Do Not Contact List: Flag a lead 'Do Not Contact'.
Mark Favorite Lead: Flag a lead as Favorite which adds a star to it on the Lead Manager Screen. This is used to make a tagged lead easier to find.
Remove From Nurture: Remove any applied Nurture Strategy
Close Lead: Signifies that a deal is won and a sale closed. Use this to give credit to a user. This operation is used heavily in Performance Reports.
Web Request: Ability to conduct an HTTP Post to an endpoint. Mostly used when posting a lead from one ClickPoint record type or account to another.
Send SMS Template: Send a crafted Text SMS template to your lead following an action disposition.
Add Note: Ability to add a note or add a pre-filled note to a lead.