Qualifying leads allows you to create more enhanced reporting around which marketing efforts are attracting good leads and moving leads through the sales funnel. There are multiple ways to qualify leads in CallRail.
Create workflows to qualify leads automatically
Automation Rules allow you to classify your interactions automatically. You choose the criteria for which you want to focus, and we’ll automatically qualify, score, tag, or assign a value to the interactions that meet those criteria. Transcript intelligence must be on for Automation Rules to work.
Learn how to turn on Transcript intelligence.
Learn how to create an Automation Rule.
Qualify phone leads using Keypad Scoring
Keypad Scoring allows you to enter valuable information about a call as soon as it ends. You can score the call as a lead, add a tag to the call for reporting purposes, and record a value for the call. Keypad Scoring messages can only be read in English (US).
Learn how to set up Keypad Scoring.
Manually qualify a lead in the CallRail App
You can always manually qualify a lead in the CallRail app using the thumbs-up button in a caller timeline, on the activity log, or inside Lead Center during live calls.
You can change the qualification status of any interaction. However, changing the qualification status of an already qualified lead may change the lead qualification milestone.
- From the Activity log, you can manually mark a lead as qualified or not qualified by using the + icon in the Qualified column.
- You can also select Note next to a call or form submission to add a tag, note, or qualify the lead.
- If you're listening to a call recording, you can score a lead under the Edit tab of the recording.
- If you're using Lead Center, you can score live calls in the interaction panel's classification section.
