Skyler360 Lead Color Codes to Assist Agents in Keeping Leads Engaged

Skyler360 assigns Color Codes to Leads based on the number of days since the Lead’s last response to the Agent or Skyler360, including texts, emails, and website events.

Green – Lead is engaged and responded to Agent/Skyler360 in the last 3 days

Yellow – Lead responded to Agent/Skyler360 and no follow-up action by Agent in last 4-6 days

Red – Lead responded to Agent/Skyler360 and no follow-up action by Agent in last 7-9 days

Blue – Agent took action in Skyler360 to engage and responded to Lead (Blue Lead Color lasts for 3 days, then turns to White)

Orange – Skyler finished its program without a response from the Lead (Orange Lead Color lasts for 3 days, then turns to White)

Violet – There is a future scheduled message or program on the Lead and changes to White after the scheduled Skyler360 action is completed

Example – See Screen Shot below:

  1. Lead calls and Skyler360 responds to the Lead OR Lead clicks on a social media post and Skyler360 responds to the Lead
  2. The Lead is initially coded Green
  3. If the Agent DOES NOT respond within 4-6 days to the LAST Lead conversation in Skyler360, the Lead is coded Yellow
  4. If the Agent DOES NOT respond within 7-9 days to the LAST Lead conversation in Skyler360, the Lead is coded Red
  5. If the Agent RESPONDS to the Lead conversation in Skyler360, the Lead is coded Blue for 3 days to indicate the Agent has engaged in conversation with the Lead
  6. Whet the Agent SCHEDULES a message or a program to run, the Lead is coded Violet until the time of the scheduled action
  7. After all actions are completed by Skyler360, the Lead is coded Orange for 3 days, then it turns into White

Skyler360 Color Codes the Leads so an Agent can easily target which Leads they have not engaged with in Skyler360 in the last 3 – 9 days 

This Color Code notification identifies Leads an Agent can Claim and reach out to the Lead using Skyler360 AI text to engage the Lead and keep the conversation going

After an Agent Claims the Lead and engages the Lead again using Skyler360 AI text, the Lead is Color Coded Green again

The Goal for Agents should be to engage all Leads Color Coded Green, Yellow or Red so the Leads can be Color Coded Blue or Violet indicating the Agent engaged and communicated with the Lead.

 

 

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