Needs review ⌘
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Needs a decision: approved or notYOUR NEXT CONVERSATION STARTS HERE
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ONE LEAD. ONE OWNER. A CLEAR NEXT STEP.
Claim a contact, make the call, and record what happens next.
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Needs a decision: approved or not—
Never called, available now—
Agreed to a call with an advisor—
Called before, still worth callingOpen a lead, call, then record the result.
| CONTACT | WORK STATUS | AI CONVERSATION | AVAILABILITY | NEXT STEP | ACTION |
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Only explicitly interested contacts enter the calling queue. A supervisor can approve unclear leads after review. No answer waits 4 hours; busy waits 30 minutes. After five unsuccessful attempts, a supervisor reviews the lead. Do-not-contact requests always block calling and export.