FAD Flashcards
Salesforce system field that indicates what type of lead record object a specific lead is. The lead record type will impact Salesforce functionality including fields available to the lead, the lead layout, and other associated permissions.
Lead Record Type
Indicates where the lead was generated. If from a partner the partner name should be populated and the channel the lead was generated from (Facebook, Indeed, Organic, etc.) should be populated in the Channel field.
Lead Source
Indicates the specific project a lead is related to and sits underneath lead source in terms of heirarchy i.e. a lead could have a Lead Source = DoorDash and Project = Pre-Launch. Can be used in lead distribution, billing, performance reporting, etc.
Project
Indicates what marketing channel a lead was generated from i.e. Facebook, Indeed, Zip Recruiter, Organic.
Channel
Rep facing field used to identify what kind of outreach a lead should receive and is typically applied when a lead reaches a well defined point in the funnel. Utilized by sales to strategize and goalset ahead of a call and utilized by systems to calculate outreach variables and flows.
Lead Cohort
Management and systems facing field used to identify what experiments or treatment have been applied to a lead. Utilized to calculate outreach variables and flows in a more specific manner than lead cohort tags and can be used to version history track the lead on how outreach variables or cohort tag qualification were calculated. I.e. the definition for Instant Dash BGC lead cohort has changed over time and an experiment tag attached to the lead could have helped track that definition as an additional layer of granularity over time.
Experiment Tag
Date that the most recent experiment tag was applied to lead.
Experiment Tag Date
Date that the first experiment tag was applied to lead.
Lead Received Date
Date that a lead was inserted into Five9 list and ready to receive outbound outreach.
Outreach Start Date
Date that a lead was assigned ownership to a specific sales rep.
Ownership Assigned Date
Date that a lead was first contacted (based on criteria in process builder and flow).
First Contacted Date
Lead is eligible for outreach in Five9 or via SMS.
Outreach Eligible
When will the lead be eligible to dial in the dialer again? Can be used to schedule calls up to 1 hour increments.
Eligible to Dial Date Time
Date that indicates the final day a sales rep is able to convert a lead, First delivery on or before this date counts for commission, after this date does not count for commission. Also used to filter leads out of campaigns in the dialer.
Ownership Expiration Date
Number that outreach will be made with. Varies by call attempt and outreach cadence.
Outbound ANI
Field that feeds into Outreach ANI based on outreach cadence logic. This is typically a 415 number for DoorDash leads.
Standard ANI
Field that feeds into Outreach ANI based on outreach cadence logic. This is matched from the leads phone number based on the area code or zip code of the lead.
Local Presence ANI
This field indicates that a voicemail should be left on the next call attempt in the dialer.
Voicemail Drop
Indicates what IVR skill a lead should be routed to.
IVR Skill
Indicates the priority with which a lead should be called.
Lead Score
