Updating Leads and Exiting From a Schedule

Updating Lead Data From a Schedule

Lead data mutation from within a schedule is performed by the Lead Alteration action. The action carries one or more alteration records; when the action processes a lead, each alteration is applied in sequence.

Individual alteration records specify which lead attribute or token to change and what value to write. This is the mechanism to capture attempt counts, flag leads as "follow-up needed", rewrite tokens between steps, and so forth.

The same action can also toggle instant-agent dial mode (switching between "dial with instant agent" and "dial with IVR").

Exiting a Schedule

The Choice action is the exit action. When configured with the "exit schedule" type, it marks the lead as succeeded and terminates the schedule on that lead.

The Choice action also handles contact-caller permission transitions (applying or removing the requirement), recording a permission change log entry when it fires.