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7.6. Lead Update Disposition


Lead Update Disposition

- Updating the status of the lead without contacting. When check under Reporting it will be tag as UPDATE under Call Type.


1. Once the lead information is open, click the FINISH LEAD button and the Dispostion box will show. Select a status and then, submit.


2. When checked under the Lead Report, the lead ID will show along with the corresponding selected status and the Call Type will be set to UPDATE, which means that the lead was updated without calling.


3. The type of call will be UPDATE on Call Records to This Lead under Comment.




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