How to mark records with fronter AND closer statuses??

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How to mark records with fronter AND closer statuses??

Postby Crimson Jack » Sat Apr 07, 2012 7:24 am

ANybody know how to mark records with both the statuses of the fronter AND the closer?

Right now our fronters do a quick transfer to our validation closers..

But the sales records dont have any info based upon the closers..

Our closers use their own campaign so they can validate any sales from any campaign running at anytime..

If I export the validation campaign I can get the information from the closers but then nothing from the fronters..

What about if the closer is logged into the same campaign as the fronter??


any ideas?
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Postby williamconley » Sat Apr 07, 2012 10:09 pm

1) Welcome to the Party! 8-)

2) You have posed a nice "support" question, but you put it in "General" by accident (I moved it).

3) Each record may have only one "status" in the vicidial_list table (as there is a single field for status ...). However, each record may have an unlimited number of log entries in the other various tables which can store information pertaining to prior statuses. You should look at your export calls reports. (Calls are not "leads", each lead may have more than one call ... therefore more than one call status/disposition ...)

4) You should also look at explaining why it is important to have more than one status for each lead. May help us understand how you will use the information, and therefore how we can help you collect it.
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