Xencall Support

Managing Lead Profiles

Learn how to manage Lead Profiles in your CRM by following the instructions below.



Managing Lead Profiles


Xencall offers several options to help you keep your Lead Profiles organized:


Note: The "Folder Tools" Permission is required to view and manage Lead Profiles within Folders.



Moving Lead Profiles


Move a Lead Profile via Call Results


When dispositioning a call, you can choose to taken ownership of a Lead Profile, or transfer ownership to another User or Queue.



Take Ownership of a Lead Profile


To take ownership of a Lead File, move it to your My Files Folder, or a different Folder, by using the Save in drop-down menu.




Transfer Ownership of a Lead Profile


To transfer ownership of a Lead Profile, move it to another User or Queue using the Transfer to drop-down menu.




Move a Lead Profile via Folder Tools


To move a Lead Profile out of a Folder, navigate to the Folder. Drag and drop the Profile over the Move Up icon in Folder Tools to move it to the parent Folder.


You can then navigate up to the parent Folder and drag and drop the Lead Profile into another Folder, if desired.


Quick Tip: The same process can be used with a Folder containing Lead Profiles, if you would like to move several Profiles at once.




Recycling a Lead Profile


Recycling a Lead Profile will send the Lead back to its previous Queue.


To recycle a Lead Profile, open the Folder containing the Lead Profile. Drag and drop the Profile over the Recycle Bin icon in Folder Tools.


Quick Tip: The same process can be used with a Folder containing Lead Profiles, if you would like to recycle several Profiles at once.




Deleting a Lead Profile


Deleting a Lead Profile will remove the Lead Profile from your CRM.


Note: Deletion is permanent and cannot be reversed. If you're not sure about removing a Profile, we recommend adding it to your Do Not Call List instead.


To delete a Lead Profile, open the Folder containing the Lead Profile. Drag and drop the Profile over the Trash Bin icon in Folder Tools.


Quick Tip: The same process can be used with a Folder containing Lead Profiles, if you would like to delete several Profiles at once.


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