Taking into account the needs of our users we've decided to modify the Bloobirds prospecting logic. In this article we'll explain you all of this.. Beware!
Company and/or lead status changes to 'On prospection'
- The automatic status change to 'On prospection' of a company is executed ONLY when a cadence is started if it comes from previous statuses. It can be changed manually whenever you want regardless of the previous status.
- When you change the company to 'On prospection' the status of the leads is not automatically changed.
- When a lead is in the status 'New' and an attempt is done, it changes to 'On prospection'.
- The lead status DOESN'T change the company status.
When does the cadence stop automatically?
- The cadence stops automatically if we change the company from another status to Meeting, Nurturing, Account, Client and Discarded status.
- Stopping the cadence automatically when the company changes to Nurturing is only executed if we come from OTHER STATES than Nurturing. A new cadence can be set and it won't stop if the status does not change.
Other automations we've decided to keep
- When we create a meeting, the lead and the company change to Meeting status.
- When the meeting result is Qualified, the company status changes to Account.
- When we change the company to Nurturing, the leads change to Nurturing status too.
- When we change the company to Discarded, all its leads change to Discarded too.