1) Contact New Leads
It shows the Leads for which communication has not been established yet (call not answered). These are nothing but New enquires.
Click Contact New Leads from the drop-down to view the list of New Enquiries.
2) Missed Calls
The leads with missed calls will show once the sales clicks on Missed Calls. This means the count of those leads who tried calling but the sales couldn't answer the call. Click Missed Calls from the drop-down to view the list of leads with Missed calls.
3) Untouched Leads- 1 Attempt
Consider a scenario wherein for an untouched lead (connection not established), the sales tried calling the lead but the call was not answered by the lead during the 1st attempt. Such leads will come under this list.
Click Untouched Leads - 1 Attempt from the drop-down to view the list of these leads.
4) Untouched Leads- 2 Attempts
Consider a scenario wherein for an untouched lead (connection not established), the sales tried calling the lead but the call was not answered by the lead twice. Such leads will come under this list.
Click Untouched Leads - 2 Attempts from the drop-down to view the list of these leads.
5) Untouched Leads- 3+ Attempts
Consider a scenario wherein for an untouched lead (connection not established), the sales tried calling the lead but the call was not answered by the lead thrice or more than that. Such leads will come under this list.
Click Untouched Leads - 3+ Attempts from the drop-down to view the list of these leads.
6) Scheduled Follow-ups
This list will show all the leads for which the status of the follow-ups is Scheduled. The sales can view all these leads and conduct the follow-ups (via call/email).
Click Scheduled Follow-ups from the drop-down to view the list of those leads.
7) Unread Emails
This count of this list is same as the Unread emails bucket.
Click Unread Emails from the drop-down to view the list of these leads.
8) Scheduled Site visits
This list will show all the leads for which the status of the site visit is Scheduled. Once the status is updated; i.e. marked as conducted, marked as missed; the leads will move out from this list.
Click Scheduled Site Visits from the drop-down, to view the list of these leads.
9) Call Later
This list will show the leads who did not answer the calls that were initiated by the sales/pre-sales.
Click Call Later from the drop-down to view the list of these leads.
10) Reassigned to me
The leads which have been reassigned to you some other pre-sales/sales/manager will reflect under this list. You can now perform all the activities such as call/email/sms on these leads.