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Definitions

Common terms used throughout the Portal and this documentation.

Lead Status

As leads make their way through a campaign, their status is updated to reflect current and previous actions. The following statuses are available:

StatusMeaning
FlowThe lead has not yet completed the outreach template; more outbound messages will be sent.
CompleteAll scripted outreach messages have been sent; no further outreach will be attempted. The lead can still ask questions, schedule calls, etc.
TransferThe lead has connected to the call center.
DeadThe lead has expressed disinterest or ineligibility; no further outreach will be attempted. The lead can still ask questions, schedule calls, etc.
DNCThe lead has opted out via text, phone input, API, or another channel.
Not SetThe lead's record was unable to be posted. Additional information may be tagged when available, matching the "Reject Reason" in the Not Posted report.