Unactioned vs. Actioned

The Unactioned area of your Dashboard is where you can track the leads that haven't being actioned yet in your account by the assigned agent.

When a lead arrives, it will show in red here until an action is taken.

To find who these leads are, click here:



To "Action" a lead:

  • write a note
  • send an email
  • log a call
  • add a task
  • check off a task from an Action Plan
Note: it must be the assigned agent who actions the lead, if someone else leaves a note for example it will still show up as unactioned.

Then the "Speed to Action" is calculated: