Stars

Stars are a way to mark leads or customers so you can find them later. Stars are visible on the Overview or Lead Manager modules within Conversica's dashboard. 

User Permissions

Stars are applied at the lead or customer level and anyone with access to view the lead or customer will be able to see the same Star status.

• Reps can view Stars and Star/Unstar their assigned leads or customers.
• Enhanced Reps can view and Star/Unstar their assigned leads and the leads or customers assigned to other reps. 
• Managers or Admins can view Stars on any lead. They can Star/Unstar leads or customers assigned to any rep.  

Default Settings

Stars are automatically added to Hot Leads, Leads at Risk and Leads to Review by default. This helps you easily identify your important leads that require contact or further action.  

ASA: Stars are added to Interested, Response to Review, and Customer at Risk by default.

Add or Remove a Star

You have the ability to Star leads or customers that were not automatically Starred by default. For instance, a Rep may want to Star a lead if they encounter a response that they would like to review later. Or a manager could Star a lead that they would like to call attention to so the assigned rep can easily find it and follow up.

To Add a Star:

1. Locate the lead on the Overview or Lead Manager screens. 
2. Click the Star icon.

This will Star the lead. Reps will be able to view the Starred lead in the Other Starred leads table on the Overview module. 

To Remove a Star: 

You can remove a Star from any Starred lead or customer.

1. Locate the Starred lead on the Overview or Lead Manager screens. 
2. Click the Star icon. 

The Star will be removed from the lead or customer. 

Sort and Filter by Stars

In the Lead Manager List View, you can sort and filter by Stars to organize your lead or customer list. 

To filter by Stars, click the Stars filter to arrange the list view by leads with or without Stars: 



To sort by Stars, click the header in the Star column. This will organize the lead list by leads with Stars. Click the header again to organize the list by leads without Stars.