Using the Aging Indicator on a Card

In this article, you will learn:

1. The different states of the aging indicator.

2. How to enable the aging indicator.

Understanding The Different Ages of The Aging Indicator

1. New Lead

Unviewed Card:

No Outbound or Inbound communication and the card is unviewed by PMC.

• State 1: The card was created less than one hour ago

• State 2: The card was created less than or equal to 24 hours ago

• State 3: The card was created less than or equal to 48 hours ago

• State 4: All others

Viewed Card:

No Outbound or Inbound communication and the card is viewed by PMC.

• State 0

2. Lead Inquired
The last activity was an inbound communication.
• State 1: The last activity on the card was an inbound communication, received within one hour or less.
• State 2: The last activity on the card was an inbound communication received less than or equal to 24 hours ago.
• State 3: The last activity on the card was an inbound communication received less than or equal to 48 hours ago.
• All others are State 4.

3. Agent Responded
The last activity on the card was an outbound communication and that outbound communication was either a call, SMS, or an unviewed email.
• state 0

4. Awaiting Response
The last activity on the card was an outbound communication and that outbound was a viewed email.
• State 1: The email was last viewed by the recipient less than one hour ago.
• State 2: The email was last viewed by the recipient less than or equal to 24 hours ago
• State 3: The email was last viewed by the recipient less than or equal to 48 hours ago.
• State 4: All others.

How to Enable The Aging Indicator

1. From the board view, select “Card Settings” on the left-hand side

2. On the left-hand menu of the pop up, select “Card Configuration”

3. Select “Enable Aging Indicator,” located at the bottom right corner of the page.

• What Are Cards?

• Card Settings

• Navigating A Board