The newest features for lead management success include:

• Auto-assignment: leads can be automatically assigned to agents based on a variety of factors, such as the agent's availability, skill set, or previous experience with the lead.
• Colour-coded status: leads are colour-coded to indicate their status, making it easy for agents to see at a glance which leads need their attention.
• Locking and unlocking: leads can be locked to prevent them from being reassigned, which helps to ensure that leads are not lost or forgotten.
• Activity tracking: agents can track their activities on leads, which helps to ensure that all leads are being followed up on in a timely manner.
  

In addition to the above, here is a breakdown of the colours used in the system:

• Grey: This is the default colour for a lead. It means that it is ready to be assigned. Once assigned, the colour will update to yellow for the user who assigned it, and it will then appear red to all other users (as they are blocked from re-assignment).
• Green: When a CRM entry is green, it means that the system has automatically assigned it to a user. It also means that the entry can be assigned immediately.
• Yellow: When the CRM entry is yellow, it means that the entry is locked to you for 12 hours. You are the only person who can alter who it is assigned to until the 12 hours are up. After this time, the entry will turn grey.
• Red: A Red CRM entry can only be updated by the person who assigned it (It will appear yellow for that user). A Red CRM entry cannot be updated by any other user until its 12-hour timer expires. This can be viewed by clicking the lock on the entry. Once an entry has become unlocked, it will change back to Grey. This is to stop accidental re-assignments while someone may be already working on the item.

Michael Nettleton, Co-founder of Agent Response says, 'The new lead management system comes as standard for all Agent Response customers. If any existing or new clients would like a demo please drop me a line.'

We hope that you find the new lead management system to be a valuable asset.  If you’d like to learn more or to book a demo please drop Michael a line at [email protected] or visit our website www.agentresponse.co.uk