When a browser-placed call to a lead completes with real talk time, the lead's sales stage advances to Contacted with the reason and duration recorded. Dialling alone does nothing.
Also called: mark as contacted · did we call them yet · stage doesn't update after I call
- 1Fires only on status completed with duration greater than zero
- 2The lead is resolved by phone number within the org
- 3advanceSalesStage only ever moves forward, so ringing a customer already at Contract Sent does nothing
- 4Gated on the org actually having the in-house phone module
Moving a lead to Contacted was a button somebody pressed, which made it a claim rather than a record — and the pipeline slowly filled with leads marked contacted that nobody had actually spoken to. An outbound call that genuinely connects now moves the card by itself. A busy signal, a no-answer or a wrong number leaves the lead exactly where it was, which is the honest reading of the word.
- Self-reported contact status
- Manual stage upkeep after calls
- Stages advanced by a dial that never connected
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