This article defines the System Columns available when configuring your Lead Manager Screen columns.
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.
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 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.
The next time at which the lead is considered pullable.
The date and time the lead was inserted into SalesExec.
The campaign attributed to the lead by the lead source.
The lead source that posted the lead to SalesExec.
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.
The lead's local time zone.
The date and time of the lead's next scheduled appointment.
The lead's current assignment. The assignment can be at the user, branch, or corporate level.
The lead's status based on the workflow configuration.
The last action executed against the lead.
Status Change Date
The date attributed to the lead's last status change.
The nurture strategy the lead is currently assigned.
The lead's progress in the currently assigned nurture strategy represented as a percentage value.
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.
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.
The number of notes added to the lead.
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.
The date and time the lead was first pulled.
The date and time the lead was last pulled.
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.
The unique identifying number attributed to the lead.
The marketing channel attributed to the lead by the lead source.
The Lead Manager Screen module that allows you to quickly open the lead, edit the lead, or action the selected lead.
The Lead Manager Screen module that allows you to quickly email, call, or text the selected lead.
The date and time a lead was updated as a result of a Duplicate Check Action.