Companies view different metrics and stages in their sales cycle as a high priority. Customized buckets let your team focus on reaching out to qualified prospects with higher chances of becoming a customer. Spend less time invested on searching for prospects to work and use Buckets that filter a list of potential customers considered high priority by your organization.
Priority Bucket (preferred bucket for working leads)
• Excludes leads that are Inactive, Did Not Request Information, Not Interested, or who converted to the Customer status.
• Excludes leads older than 3 months from their inquiry date.
• After set period of time leads become available for other agents to work.
• Includes unconverted prospects & Cancel students older than 14 days from their inquiry date.
My Leads Bucket
• Displays 100% of leads assigned to agent.
All Bucket (permission based)
• All leads assigned to you and the ones found in the Available bucket