This article defines the System Columns available when configuring your Lead Manager Screen columns. 

Calls

The calculation for Calls will vary based on whether the account is utilizing RingResponse dialing.

With RingResponse Outbound
The number of connected outbound calls to the lead.
With RingResponse Inbound
The number of connected inbound calls from the lead.
Without RingResponse
The number of actions executed against the lead where the action is configured as 'Contact Made' or 'Contacted Attempted' in the action operations within the workflow editor.

Pull Delay

Pull Delay is used for adding an automatic delay from when the lead can be pulled. 

Pull Delay works in both date/time and as an integer value in minutes. 

  • Date/Time is added to the Pull Delay system field when the lead is processed through the lead receiver. A flag is placed on the lead making it not pull-able until the elapsed time has passed. Changing or updating the Pull Delay field after the lead is posted in will not add a delay. 
  • Integer value in minutes is read as the amount of minutes the lead will wait until it is pullable. The delay is not a timer, instead it says the next pull time to date added plus the number of minutes specified from the field value. For example, a lead added at 2:00 PM with a Pull Delay value of '15' will be pullable at 2:15 PM.

Next Pull

The next time at which the lead is considered pullable.

Date Received

The date and time the lead was inserted into SalesExec.

Campaign

The campaign attributed to the lead by the lead source.

Lead Source 

The lead source that posted the lead to SalesExec.

Emails 

The number of emails sent to the lead through SalesExec.

Time From Add

The length of time from when the lead was inserted into SalesExec.

Time Zone 

The lead's local time zone.

Next Appt

The date and time of the lead's next scheduled appointment.

Assigned To

The lead's current assignment. The assignment can be at the user, branch, or corporate level.

Status 

The lead's status based on the workflow configuration. 

Last Action 

The last action executed against the lead.

Status Change Date 

The date attributed to the lead's last status change.

Nurture Strategy

The nurture strategy the lead is currently assigned.

Nurture Progress

The lead's progress in the currently assigned nurture strategy represented as a percentage value. 

Last Update

The last time the lead was updated represented as a Date/Time value. Please note that an update is constituted as any change to the lead; this can include lead field updates, status change, or action against the lead.

Closed Date 

When the lead was marked as 'Closed.'

Do Not Mail

Denotes whether the lead has been marked as Do Not Mail within the account's DNC portal. 

Notes

The number of notes added to the lead.

Pull Count

The number of pulls attributed to the lead. Please note if a lead has been pulled but not actioned, the pull count will be decremented. 

First Pull 

The date and time the lead was first pulled.

Last pull

The date and time the lead was last pulled.

Last Email

The Subject of the last email sent to the lead where the email was opened.

Last Email Time

The date and time the lead was last emailed to a lead where the email was opened.

Pull Distribution Queue

The number of pull distribution the lead is assigned to based on criteria match.

LeadUID 

The unique identifying number attributed to the lead. 

Marketing Channel 

The marketing channel attributed to the lead by the lead source.

Action Center

The Lead Manager Screen module that allows you to quickly open the lead, edit the lead, or action the selected lead.

Communication Center

The Lead Manager Screen module that allows you to quickly email, call, or text the selected lead.

Last Merged

The date and time a lead was updated as a result of a Duplicate Check Action.

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