Comes back
You put a time in the Call Back box, so they return at that time.
Twenty-three buttons. Four things that can happen. This page is only about what happens to the prospect after you click — not about what the button is called.
These do more than end the list. Use them only when you are sure.
| Button | What it really does |
|---|---|
| Do Not Call / Remove | Blocks the number on every list, for every client, forever. Only use it when they actually asked. |
| Bad # | Also blocks the number everywhere, forever. A busy tone can sound like a dead line — be certain. |
| Lease/Rent/Property Mgr | Fire lists only. Also blocks the number everywhere, forever — including for other clients. |
| Busy Signal | One busy signal drops them off this list on the spot. Not permanent — the list can be reset — but they will not come back on their own. |
Comes back
You put a time in the Call Back box, so they return at that time.
Finished here
Off this list. Still fine to call on any other list they are on.
Dropped
Off this list immediately, before you even get a choice.
Blocked forever
The number is dead to us. Every list, every client. Cannot be undone here.
The colour is what you see on screen, so you can find the button. It does not tell you what happens — the right-hand column does.
| Button | Colour | Use it when | What happens after you save |
|---|---|---|---|
| Meeting Booked | Green | They agreed to a meeting. | Finished here |
| Rescheduled Meeting | Green | A meeting you already had moved to a new time. | Finished here |
| Call Back Later | Blue | They told you when to ring back. | Comes back The only button that makes you pick a time. |
| Target Not Available | Blue | You got through, but your person is out. | Comes back Only if you set a time. Blank = finished here. |
| No Answer | Blue | It rang out. Nobody picked up. | Comes back Only if you set a time. Blank = finished here. |
| Left Voicemail | Amber | You left a message on their voicemail. | Comes back Only if you set a time. Blank = finished here. |
| Transferred to VM | Amber | A phone tree or receptionist dumped you into voicemail. | Comes back Only if you set a time. Blank = finished here. |
| Busy Signal | Amber | Engaged tone. Nothing happened. | Dropped One busy is enough. Off this list straight away. |
| Other | Amber | Nothing else fits. Write a note — it is the only record. | Comes back Only if you set a time. Blank = finished here. |
| Need Research | Amber | The details are wrong or missing and you cannot work it. | Finished here |
| Call Corp / HQ | Amber | This branch decides nothing — head office does. | Finished here |
| GK Said: Send Email | Purple | The gatekeeper told you to email instead. | Comes back Only if you set a time. Blank = finished here. |
| Prospect Said: Send Email | Purple | The decision-maker themselves asked for an email. | Comes back Only if you set a time. Blank = finished here. |
| Only reachable via email | Purple | There is no usable phone line for this contact. | Finished here |
| Can’t Get Past GK | Red | The gatekeeper blocked you and gave you nothing. | Finished here |
| Quick Hang Up | Red | They hung up before you got your pitch out. | Comes back Only if you set a time — and usually you should not. |
| Prospect Hung Up | Red | They heard the pitch, then hung up on you. | Finished here |
| Wrong Contact — See Notes | Red | Wrong person, and nobody would tell you the right one. | Finished here |
| Not Interested | Red | A clear no from the right person. | Finished here Does not block the number. A no is not a DNC. |
| Disqualified | Red | They never fit — wrong industry, already a client, too small. | Finished here Write why in the notes. |
| Do Not Call / Remove | Red | They asked to be taken off. Only when they asked. | Blocked forever |
| Bad # | Red | The number is dead — disconnected, or a fax. | Blocked forever |
| Lease/Rent/Property Mgr | Red | Fire lists only. The building is leased or agent-run. | Blocked forever |
Red does not mean “removes them.” Nine buttons are red and they do three completely different things. Three block the number forever. Five just finish the list, same as a green one. One — Quick Hang Up — can even bring the prospect back. Ignore the colour and read the last column.
Finishing a list does not finish the person. Most companies sit on more than one list. Closing them here does nothing to the copy of them on another list, so they can turn up again next week on someone else’s screen. Only the three “blocked forever” buttons reach across every list.
A callback time is a promise, not a reminder. Nine buttons let you set one. It means “I have agreed to ring this person then” — not “try again sometime”. Putting a time on a voicemail or a hang-up is why the same companies keep reappearing on your screen.