Call Queues: the board and Next step

Before, a lead that used up every dial in one queue was marked done and stayed there. Most floors work leads in stages: fresh leads get fast dialing, older leads a slower pace, then a long-term follow-up. Next step lets you build those stages once and have leads move through them without anyone exporting or re-importing a list.

Owners and admins can change queues. Everyone else sees the queues they work in the Calling window as before.

The board: every queue at a glance

Call Queues opens on a board. Queues are grouped by purpose (Leads, Confirmations, Rehash) and joined by an arrow when one queue really hands its leads to another.

The totals above the cards count each queue separately, so a lead that sits in two queues is in both numbers. A plus sign means at least one queue could not be counted. Use Detailed to see the full settings list, and Lanes to come back.

The needs-fixing list

If something would stop a queue from working, it appears in a short list above the cards. Each line takes you to the queue when you click it.

• No agents: nobody can dial the queue.
• No criteria: the queue selects nobody until you pick who belongs in it.
• Behind its target: ready leads have waited longer than the time you set.
• A next step that leads nowhere: the status it moves leads to is not used by any active queue, or the queue has no status of its own.
• Could not count: the number failed to load. The queue may not be empty.

Next step: what happens when dials run out

On any card that has a dial limit and no next step, choose + Next step. You get three choices:

1. Create the next queue. Opens a new queue already set up to receive these leads, with the same agents and a slower suggested pace. When you save it, the first queue is linked to it.
2. Send to an existing queue. Pick one of your queues. The leads take that queue's status, so it picks them up. Queues that also filter by age or another rule are marked, because they take only the leads that match.
3. Set it up in the builder. Choose the status and the wait yourself.

Once a next step is set, an arrow joins the two cards: after 8 dials → Aged Lead. A dashed + Next step shows exactly where leads still stop.

In the builder: When dials run out

Open a queue and look for the When dials run out card, between After each result and Who works it. The first chip picks the mode.

1. One next step for every lead: pick the status the lead takes and how long it waits before its first dial in the next queue (default one day). Queues select leads by status, so the queue that lists that status picks the lead up with a fresh round of dials.
2. Split: reached someone vs never reached: two rows. Reached someone means a person was on the line at least once during this round of dials (any result except no answer, busy, voicemail or dropped). Never reached means nobody picked up all round. Each row has its own status and wait; the defaults are 2 days after a conversation and 14 days after silence. Both rows may point to the same status, and a row left empty keeps those leads done.
3. Read the summary on the right. It ends with "Out of dials? Move them to …" or, for a split, "reached someone → …, never reached → …".

The dial limit that ends a round is the per-result rules limit when you use per-result rules, and the Pace card limit otherwise. A queue can have up to 50 dials.

An example ladder

A lead that ignores all eight fresh dials moves to Aged Leads for a slower rhythm, then to long-term follow-up. If you want a text or email at the point a lead reaches a status, build a flow that starts when the lead status changes to it.

Contact age can be a band. Created in the last 6 days, then created between 7 and 15 days ago, then created more than 15 days ago cover every lead of those statuses once. The days roll from the moment the queue is opened, so the three lists meet with no gap and no overlap.

Confirmations work differently: they move by the calendar. Conf – 2 Days Ahead and Conf – Day Before sit side by side, and an appointment slides from the first to the second as the day gets closer. No arrow is needed.

What a hand-off never moves

A hand-off only ever acts on a lead that has really used its last dial, and it waits for the customer's word:

• Do-not-call. A lead marked do-not-call is never moved, and a lead is never moved into do-not-call.
• A booked or changed status. If the lead's status changed in the meantime (booked, cancelled, moved by your CRM), the new status wins.
• A callback the customer asked for. The lead stays until the callback.
• A result waiting for manager review. It stays on hold.
• Loops. A queue cannot send leads back to its own status, and a lead stops after five moves.

A corrected or repeated call result never moves a lead a second time.

Moved this week

A queue with a next step shows what actually happened in the last 7 days, for example 5 leads moved · 1 skipped this week. Hover for the reasons. A queue that splits by result also says how many took each branch: Moved: 8 reached someone, 15 never reached.

The line stays quiet until a lead has run out of dials, and if the count cannot be read it shows nothing rather than a false zero. A lot of skips for status changed first usually means leads are being booked before the round ends, so the round may be too long.

Questions