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Lead Indicators

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You can create indicators that will be applied to leads when specific conditions are met. The indicators will serve as tags visible to agents during the call.

To create a lead indicator:

  1. Go to Tenant and select Lead Indicators.
  2. Click Create New Lead Indicator.
  3. Enter the name and text to show. Then select box and text color:
  4. In Filter Settings, create logical conditions that will trigger applying the indicator. Configure filter rules similarly to campaign or group filters:
  5. Click Create. A new indicator will appear in the list.

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