Lead Status indicates the current stage of a lead’s engagement with your Conversica outreach.
These statuses help teams quickly identify when a lead is interested and ready for contact, when a response requires review, or when additional follow-up may be needed after a conversation.
Lead Status can also be used for reporting, prioritization, and managing follow-up workflows.
Conversica Lead Status Definitions (Intuitive Conversations)
The following Lead Status values are used across conversations on the Intuitive Conversations platform. These statuses are automatically applied based on how a lead responds to outreach and help determine when follow-up or review may be required.
| Lead Status | Description | Examples |
Hot Lead |
The lead has expressed clear interest and is ready to be contacted by a representative. This status helps teams quickly identify leads that require timely follow-up. A lead will remain in the Hot Lead status until a representative connects with them or the conversation progresses further. |
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Lead to Review |
The lead’s response requires review to determine the appropriate next step. When a lead is marked Lead to Review, Conversica will stop sending additional messages to that lead. This status is typically applied when a response does not align with the goal of the conversation, such as automated replies, messages indicating confusion about the outreach, or requests that fall outside the scope of the campaign. |
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Further Action |
The lead has responded with additional questions or indicated that they have not yet been contacted by a representative. This status indicates that the lead is still interested and requires follow-up from your team. The information provided in the lead’s response may help guide the representative’s next action. |
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Satisfied |
The lead indicates that their request has been addressed or that they are already connected with a representative. This may include confirming they have received the information they needed, scheduled a meeting, or have already spoken with a representative. This status indicates that the goal of the conversation has been successfully completed. |
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Disqualified |
Lead responded to the follow-up exchange indicating that they are not interested, that the contact is no longer at the company, provide a new point of contact, they have changed their mind, or purchased elsewhere. They most likely will not be interested in continuing the conversation. Note: If a lead responds with a simple confirmation such as “yes,” it is not automatically considered a Satisfied response. Additional context is needed to confirm that the lead’s request was addressed or that they connected with a representative. |
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No Further Action |
The lead has responded but does not require any additional follow-up at this time. However, they have not indicated that they are disinterested. Leads in this status may still be eligible for future outreach, such as a re-engagement campaign. |
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Conversica Lead Status Definitions (Non-Intuitive Conversations)
The following Lead Status values apply to conversations that are not part of the Intuitive Conversations platform. This primarily includes conversations used by the Automotive Service Assistant and legacy conversations created prior to migration to Intuitive Conversations.
While newer conversations use the Lead Status definitions listed above, existing leads will retain the statuses assigned at the time of their interaction. The definitions below function similarly to the Intuitive Conversation statuses described above but apply to these legacy conversation types.
| Lead Status | Description | Examples |
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Hot Lead
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The lead has expressed interest and is ready to be contacted by a representative. This status can help identify leads that require timely follow-up. A lead will remain in the Hot Lead status until a representative connects with them or the conversation progresses further. |
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Lead to Review |
The lead’s response requires review to determine the appropriate next step. When a lead is marked Lead to Review, Conversica will stop sending additional messages to that lead. This status typically applies when a response does not align with the goal of the conversation, such as automated replies, confusion about the outreach, or requests outside the scope of the campaign. |
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*Lead at Risk
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The lead has indicated that they were not contacted after being marked as Hot, or that they still have additional questions that need to be addressed. Note: This status is primarily used by customers utilizing the Automotive Service Assistant (referred to as Customer at Risk). |
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Satisfied
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The lead has indicated that they were contacted by a representative and no longer have any outstanding questions. This status indicates that the objective of the conversation has been completed. |
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