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.
Finding Unactioned Leads:
Click the numbers in the report to see Unactioned leads based off the timeframe in the upper-right:
Or, use this Smart List to see all Unactioned leads:
How 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.
Speed to Action:
Speed to Action is calculated once a user performs one of the actions above on a new lead.