Define the Success of Your PearlSpecify what constitutes a successful call for your Pearl, such as booking a meeting, confirming interest, or qualifying a lead. This success definition will be reflected in your campaign analytics and lead statuses, helping you sort and follow up efficiently.
Indicator TagsUse Indicator Tags to label and categorize key moments in a conversation.
They help you structure your data, identify important insights, and filter your leads with precision.Each tag includes:
If you don’t define success for your Pearl, all answered calls will be marked as Completed by default.
By using this feature, you’ll unlock two possible outcomes instead: Call Successful and Call Unsuccessful, giving you more control over lead qualification.
By using this feature, you’ll unlock two possible outcomes instead: Call Successful and Call Unsuccessful, giving you more control over lead qualification.
Indicator TagsUse Indicator Tags to label and categorize key moments in a conversation.
They help you structure your data, identify important insights, and filter your leads with precision.Each tag includes:
- Name: A clear label (e.g.
"Interested","Mentioned Competitor") - Color: Used for visual sorting in your interface
- Assignment rule: A short description of when the tag should be applied
Example
You’re asking leads what they usually drink in the morning. You might define:-
Tag:
Coffee- Color: Brown
- When to assign: If the lead mentions drinking coffee
-
Tag:
Tea- Color: Green
- When to assign: If the lead mentions drinking tea
Indicator Tags are not just for display. They’re functional. You can filter campaigns by tag, trigger notifications, or use them to define success in analytics.