Glossary of Terms

Action (a lead)

What does it mean to "Action" a lead?

Written by Jeppe Liisberg
Updated over a week ago

Archive

How can I delete a lead - what does the "Archive" button do?

Written by Jeppe Liisberg
Updated over a week ago

Activity Feed/Activity Log

Where can I see the notes I added to a lead?

Written by Jeppe Liisberg
Updated over a week ago

Attempt

What's a call attempt? How many times has a lead been called?

Written by Jeppe Liisberg
Updated over a week ago

Call Back

What does the Call Back button do? How do I set a lead for follow-up?

Written by Jeppe Liisberg
Updated over a week ago

Campaign

How do I set up a new Campaign?

Written by Jeppe Liisberg
Updated over a week ago

Category

How do I change the outcome categories of a call?

Written by Jeppe Liisberg
Updated over a week ago

Claim (a lead)

How do I make sure no-one else will call my leads?

Written by Jeppe Liisberg
Updated over a week ago

Completed

What does the "Completed" number mean in your reports?

Written by Jeppe Liisberg
Updated over a week ago

Connects

What does the "Connects" number mean in your reports?

Written by Jeppe Liisberg
Updated over a week ago

Delegate (a lead)

Can I assign a lead to another agent?

Written by Jeppe Liisberg
Updated over a week ago

Duplicates

Will you warn about duplicate leads?

Written by Jeppe Liisberg
Updated over a week ago

Follow-up

How do I change the time to call back a lead?

Written by Jeppe Liisberg
Updated over a week ago

List

What is a list? Where can I manage my campaigns or set up a pipeline?

Written by Jeppe Liisberg
Updated over a week ago

Lock (a lead)

Can some-one else call the lead I'm calling?

Written by Jeppe Liisberg
Updated over a week ago

Loser

Not you - but the lead who says "No" to you...

Written by Jeppe Liisberg
Updated over a week ago

Merge (two leads)

How do I handle duplicate leads?

Written by Jeppe Liisberg
Updated over a week ago

Migrate (leads)

How do I move my leads to a different list? How do I export leads?

Written by Jeppe Liisberg
Updated over a week ago

Net Conversion

What does the "Net Conversion" metric in your reports mean?

Written by Jeppe Liisberg
Updated over a week ago

Postpone (a lead)

What does "after" in the follow-up options mean?

Written by Jeppe Liisberg
Updated over a week ago

Prospect

The definition of Prospect in the myphoner context

Written by Jeppe Liisberg
Updated over a week ago

Queue

The definition of "Queue" in the context of myphoner

Written by Jeppe Liisberg
Updated over a week ago

Release (a lead)

The definition of "Release" in the context of myphoner

Written by Jeppe Liisberg
Updated over a week ago

Schedule (a lead)

What does "In exactly" in the follow-up options mean?

Written by Jeppe Liisberg
Updated over a week ago

Segment

The definition of "Segment" in the myphoner context.

Written by Jeppe Liisberg
Updated over a week ago

Skip (a lead)

How do I skip a lead I don't want to call right now?

Written by Jeppe Liisberg
Updated over a week ago

State (of a lead)

Written by Jeppe Liisberg
Updated over a week ago

Total Conversion

What does the "Total Conversion" metric in your reports mean?

Written by Jeppe Liisberg
Updated over a week ago

Waiting (lead)

The definition of "Waiting" leads in the context of myphoner

Written by Jeppe Liisberg
Updated over a week ago

Winner

The definitions of "Winner" in the context of myphoner.

Written by Jeppe Liisberg
Updated over a week ago