Same lead keeps repeating

Owned by Andre de Kock (Unlicensed)
Last updated: Aug 06, 2019

Automatic dispositions no longer have to be set up on campaigns since TaskFlow version 1.16

Problem

  • When inside a campaign, the same lead keeps on repeating to the agent
  • The agent cannot continue on to the next lead
  • "Closed" leads keep repeating

Solution

The dispositions may not be set up correctly / the agents might not be set the correct disposition.

Try the following steps:
  1. Go to the Sales application → Leads or My Pipeline (depending on whether you are using leads or opportunities)
  2. Open the record you have identified and click on the "Calls" stat button to see the previous calls

  3. This will show you whether the calls were dispositioned correctly. If they were dispositioned correctly, take note of the dispositions and continue on to the next step.
  4. Go to the Campaigns application → Configuration → Dispositions → Call and search for the dispositions noted in step 3 and make sure that the dispositions have the correct campaign action (Remember that "Reschedule" and "Retry later" will bring leads back into the queue)

Contact Support

If none of the solutions solved your issue, please contact us on support@taskflow.co.za and provide us with as much information as possible. Also indicate to us through which articles you have gone through in the troubleshooting guide.