Log in to your Agent Dashboard
The Agent Dashboard Homepage displays:
My Stats - Agent's leads and scheduled calls
Lead Stats - Pending, assigned and qualified leads
Call Stats - Answered, outbound, missed and voicemails
Scheduled Calls - Upcoming, past and cancelled
Select the 'Leads' button in the navigation bar.
Leads sections are:
Pending - Leads that have yet to be assigned an owner.
Assigned - Leads that have been assigned to a person or team.
Closed - Leads that have been reviewed, actioned, and closed.
Mine - Your leads
All - All leads.
Preview leads and use quick action buttons.
Send SMS - Opens SMS box to send message
Call - Opens dialer, pre-populates number to initiate call
Callback - To begin a CallBack
Schedule a Call - Select a time and date to schedule a call with the lead
Delete - To delete the lead
Other quick action buttons include:
Spam - Marking a lead as spam with close the lead
Claim - This will assign the lead to yourself
Transfer - Choose a team member to handle the lead
Status - Set the lead status to Pending, Assigned, Closed, Qualified
Select the lead to open the lead in full view to.
You're able to mark the lead as good or bad fit.
View the number of times the lead has visited your site, number of leads, Callbacks and missed calls.
Update the Owner, Lead Status, and Lead Interest.
View all call and lead data, review and add notes, lead insights, settings and logs.
If you need any further assistance please contact our Support Team via Live Chat or support@limecall.com
Watch our each step of our Quick Tutorial HERE