Pre-Sales · Calling Queue

Qualify a lead, start to finish

Every claimed lead has to reach one real decision — Qualified or Disqualified — through an actual, logged phone call. Nothing is finished until that decision is made, and a Qualified lead isn't finished until it has actually been handed to Sales.

Screens on the right are faithful recreations of the real Orbiz Growth screens — same labels, fields and button copy as the live app — with placeholder names in place of real customer data.

Claim Lead
Press Call
Log the outcome
Number issue
Invalid / Wrong Number
Disqualified
Couldn’t reach
No Answer · Busy · Switched Off
Call Again × 3, then decide
Connected
Choose a disposition
Qualified or Disqualified
1
STAGE 01

Claim the lead

Open Meta Leads or Other Leads, find it in the Available pool, and press Claim Lead. It becomes exclusively yours and moves into My Leads · New.

If a lead is already sitting in your queue (auto-assigned), skip this — just open it. Never work a lead someone else has claimed.
Recreated from Meta Leads · Available pool
Meta Leads
262Available pool
81My LeadsAll my leads
0Newawaiting first outcome
6Qualifiedready to hand off
Lead
Company
Segment
Stage
Action
Anita Suresh
98450 11234
Bright Interiors
Corp. Gifts
New
Claim Lead
Rahul Menon
90360 22456
Nova Traders
Corp. Gifts
New
Claim Lead
Priya Nair
88123 55678
Coastal Exports
Corp. Gifts
New
Claim Lead
2
STAGE 02

Call, and log the outcome — every time

Press the call button in your Calling Queue, then log what happened in “How did the call go?” the moment the call ends. A call isn’t finished until it has an outcome attached — there's no “call and skip logging.”

Recreated from Calling Queue
Calling Queue
72 / 85Calls today13 to go
58 of 81Today's queuePending calls
4BacklogUncalled from earlier days
2Overdue follow-ups
Who to call
Context
Follow-up
Why in queue
Action
Rahul Menon
At risk · over 24h
Corporate Gifts Leads
Due now
Mandatory Due Follow-Up
Call again
Priya Nair
Overdue callback
Corporate Leads
Overdue
Mandatory Due Follow-Up
Call
Anita Suresh
At risk · over 24h
Corporate Gifts Leads
Future
Mandatory Due Follow-Up
Call again
3
STAGE 03

The three outcome groups

Invalid Number · Wrong Number
→
Disqualified — no retry
No Answer · Busy · Switched Off
→
Call Again — scheduled
Connected — customer answered
→
Choose a disposition
The 3-attempt rule: No Answer / Busy / Switched Off all count toward a shared limit — 3 attempts by default. On the 3rd, the system forces a real decision: Disqualify or Keep Lead — an exception that requires a written reason and a new callback time.
Recreated from the call workflow — “How did the call go?”
How did the call go? — Anita Suresh
Meta Lead98450 11234⏲ 00:421 of 3 attempts logged
Reached the customer
ConnectedChoose whether to qualify, call again, or close
Couldn’t reach customer
No answerMoves to Call Again
BusyMoves to Call Again
Switched OffMoves to Call Again
Number issue
Invalid NumberCloses with this reason
Wrong NumberCloses with this reason
4
STAGE 04

Connected — pick the disposition

This is the only branch with a real choice. Pick the one that matches what the customer actually said:

Not interested
→
Disqualified
Do not call
→
Disqualified + blocked
Asked to call later / Decision pending / Needs more info / Callback requested
→
Call Again
Ready to qualify — requirement, budget, decision-maker, timeline all confirmed
→
Qualification checklist
Recreated from the call workflow — disposition step
How did the call go? — Anita Suresh
Connected98450 11234⏲ 01:58
Ready for the next stage
Ready to qualifyContinue to the qualification checklist
Call again
Callback requestedCustomer requested another call
Decision pendingNeeds time to decide
Needs more informationMore details must be shared
Asked to call laterNot available to continue now
Disqualify
Not interestedClose with this reason
Do not callClose and block future contact
5
STAGE 05

Checklist, then Mark as Qualified

Ready to qualify only opens the checklist — it doesn't qualify the lead by itself. Fill in the required fields, then press Mark as Qualified.

This is a real gate, not a formality: a lead can't become Qualified without a completed checklist after a Connected call.
Recreated from the qualification handoff form
Qualify lead
Anita Suresh
98450 11234
Corporate Gifts
200 branded hampers for Diwali, budget confirmed
Coimbatore
Within 30 days
₹
—
Mark as Qualified
6
STAGE 06 · the actual finish line

Send to Sales

Mark as Qualified and Send to Sales are two separate button presses. A Qualified lead stays with Pre-Sales until someone presses Send to Sales, which creates the Opportunity and drops it into the right product-segment Sales pool.

Don’t stop early

Marking a lead Qualified is not the end of this task. If it's Qualified and hasn't been sent to Sales yet, the work is still open — press Send to Sales before you consider it done.

Recreated from Qualified Opportunities — handoff row
Qualified Opportunities
Lead
Segment
Status
Owner
Action
Anita Suresh
Bright Interiors
Corp. Gifts
Qualified
Lajina
Send to Sales

Pressing Send to Sales creates the Opportunity and moves it into the Corporate Gifts Sales pool.