Lead Application View

The content of the Lead Application View may vary depending on the campaign, workflow, user access privileges, or data requirements. The above shows a very basic lead with minimal details.

The Lead Fields Area

The lead fields are condensed into a vertical, column based view of the basic data fields relating to the current lead. Depending on the campaign and your access rights, some of these fields may be edited or captured. To start editing click on the blue “pencil” button in the top-right of the header.

The Lead Context Area

Underneath the Lead Fields an area has been introduced providing details on the lead as it exists in the system currently. This includes basic information such as the campaign, source, assigned user, created and last action dates, lead state and more. These fields are not editable by the user as they are dependent on the workflow and actions within the lead’s environment.

Lead Events & Client Interactions

The right-hand side of the interface is dedicated in most parts to the lead event view. Here all interactions and communications with the lead are shown as continuous, chronological timeline. The type of interactions can be filtered by selecting an item from the header:

Call Actions & Tools

The call actions are available from the button at the top of the screen under Lead Actions:

Clicking this button will open the dialing interface in the bottom right of the screen. From here you can select the number to which they would like to place the call by clicking on the corresponding button next to the number. The dialing interface will then change to the In-Call view (below left). This interface can be minimised during the call by clicking on the blue icon on the top right and restored by clicking on the green icon that takes its place at the bottom right of the screen. 

Once the call has ended you will be prompted to select a call disposition (below right) and can then proceed to dialing the next number if there are multiple contact numbers on the lead. In the event that a call back disposition is selected, the prompt will expand to include a date and time to be set for the callback event.

Once you have completed all required actions on the lead, it can be closed by clicking on the red icon at the top-left of the screen or, if you are using Call Lists, you can use the navigation buttons at the top-right of your screen to either exit the call list or continue on to the next lead:

For any questions or additional support, please mail our team at support@lamin.in