Agents can provide feedback on the status of a lead from the Conversion tab in the lead view. This feedback helps track lead progress, outcomes, and expected value, giving administrators better insight into agent activity and performance.
What Agents Can Update
From the Conversion tab, agents can record:
Lead Status
Agents can update the current state of the lead, including:
- Contacted
- In Progress
- Closed – Won
- Closed – Lost
Each status supports selecting a reason, allowing for more detailed reporting and analysis.
Dates
Agents can optionally set important dates, such as:
- Closed Date – when the lead was won or lost
- Follow-Up Dates – future dates for planned outreach or next steps
Purchase Details
For leads that are moving toward completion, agents can also enter:
- Purchased Item – what the customer is expected to buy or has purchased
- Expected Value – the estimated value of the sale
Why Feedback Matters
Providing accurate feedback:
Enables better forecasting and follow-up planning
Improves lead tracking and visibility
Supports performance reporting and conversion analytics
Helps admins understand lead quality and outcomes