Quick actions Everything is logged to the timeline automatically
Mark lead as lost
Removes the lead from active pipeline and feeds it into the re-engagement segments.
Timeline
- 18 Apr 09:02Lead received — source: Referral
Partner: ABC Financial · referred by existing client
- 18 Apr 09:03Twilio Lookup: valid UK mobile · O2 · not flagged
- 18 Apr 09:02Allocated to Daniel Thompson · SMS + welcome email sent
- 18 Apr 14:30Daniel called via CloudTalk — 7m 22s — marked warm
"Interested in forex & managed accounts, wants info pack"
- 19 Apr 08:15Info pack delivered · opened 2× (19 Apr 11:22, 19 Apr 20:40)
- 20 Apr 11:04Registered on platform
- 20 Apr 11:05Deposit email auto-sent with funding link
- 21 Apr 16:40Added to chaser queue (24h threshold)
- 22 Apr 09:00Reminder email to broker
- Today 09:00SMS nudge due — 48h elapsed since deposit email
Notes
Last note: 18 Apr by Daniel
Daniel · 18 Apr 14:45
"Interested in forex & managed accounts. Mentioned a £25k investment pot but cautious — wants to start smaller. Info pack + funding link to follow."