You can create indicators that will be applied to leads when specific conditions are met. The indicators will serve as tags visible to agents during the call.
To create a lead indicator:
- Go to Tenant and select Lead Indicators.
- Click Create New Lead Indicator.
- Enter the name and text to show. Then select box and text color:
- In Filter Settings, create logical conditions that will trigger applying the indicator. Configure filter rules similarly to campaign or group filters:
- Click Create. A new indicator will appear in the list.