How does the sales rep stop the follow up sequence once the sale is closed?
The lead is automatically removed from our call queue when the rep’s phone and the lead’s phone are connected for 00:40 seconds or more. (This duration can be adjusted but it works well because it leaves time to listen to a voice mail greeting and leave a voice mail without exceeding the time limit to keep the lead in the call queue).
There are a few other ways to remove the lead from the queue:
- Leverly Active Calls Dashboard
- Stop post from CRM or webpage
- Press 86# in call prompt via Leverly