New Feature | Powerful Lead Tracking

We’re excited to announce an awesome improvement to tracking leads in Táve. Lead statuses make keeping track of where in the sales process you are with leads a piece of cake.

You can set your own custom statuses to work perfectly for your lead tracking workflow. Not only can you have custom statuses, but the lists themselves are extremely powerful. You can set your leads to change status automatically after a given amount of time. A few highlights:

  • Default lead statuses to get you started
  • Ability to add custom lead statuses and edit any existing ones
  • All new lead status lists in main menu Leads section
  • Powerful Automatic Lead Status changes
  • Built in automations for Stale leads

Check out this short video to learn more about the new features:

8 replies
    • Topher Villasimón
      Topher Villasimón says:

      Hi Robert!

      You can definitely reorder them. Just go to Settings › Lead Status and then you can drag them up and down, create new ones, delete ones you don’t use etc. 🙂

      Topher

    • Topher Villasimón
      Topher Villasimón says:

      Hey Laura, you definitely can. You’ll want to go to any of your leads lists and change the filter to Tag is ‘Your new tag’. Then you’ll use the purple actions menu to create a ‘New sidebar item with this search..’ You’ll give the sidebar item a name and then save it. Check out the video on this page to learn more: http://support.tave.com/organization/

  1. James
    James says:

    Hi Topher,

    We’re currently testing a new workflow, along with some automations and lead statuses. Some of our new automations are dependent on lead status changes… Thing is, the automations don’t seem to work after the lead statuses change more than once over the course of the day.
    (e.g. setting a lead to available seems to work, that triggers some automations just fine. However, when I set a meeting (thus changing status to “Meeting scheduled”), it doesn’t trigger the automation associated with this lead status change.) Any ideas? Cheers mate

    • Topher Villasimón
      Topher Villasimón says:

      Hi James, unfortunately you’re running into a limitation of automations observing lead status changes. There’s a preventative measure in place so that lead status change automations only observe changes ONCE per day. This was put in place to prevent cyclical automations from being created accidentally that gets the user stuck in a loop of automations firing. – Topher

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