callCenterLeadEdit

After I call a lead, what do I do?
If you call the donor and they successfully enter their credit card details according to the voice prompts, the lead will automatically be saved and converted to a pledge (assuming that all the mandatory fields are all filled). At this point you can enter any wrap notes, and save.

If you are updating donor information including direct debit information, you'll need to manually convert the lead to a pledge, after you've filled out the required fields.

1 - Check the fields you need to fill in. The required list of mandatory fields that you need to fill in before converting this lead to a pledge is always situated at the top of the form.
2 - Set your call status, and
3 - Set the call attempt outcome, or
4 - Set the final call outcome. If you mark your call status as complete, a final call outcome box will appear, and you can select an option from it. Providing you have all the required information for your lead, you can now save this lead as a pledge - click ‘convert to pledge’ at the top of the screen. When you click ‘convert to pledge’, this converts your lead and the lead ID to a pledge with a pledge ID, and the record will be moved to the pledges section in Evergiving..
5 - Write any wrap notes