Pipelines

Create additional pipelines for different workflows. The default pipeline cannot be deleted.

Only contacts created in Zavis on or after this time can enter the lead pipeline.

How long a lead waits, in hours, before it is moved automatically. The sync runs on a schedule, so a move lands on the next run after the time is up.

hours

A new lead nobody on the team has replied to.

hours

The team replied and the lead never answered. Moves to Just Clicked and No Reply, or Pre-contact Engaged if they had messaged more than once first.

hours

A lead who was replying goes quiet.

Each value must be a whole number from 1 to 720 hours.

Only administrators can change stage timing.

For teams whose agents work in Zavis without this app. When a lead becomes Unattended its contact gets this label; when it leaves, the label is removed. Other labels are never touched. Create the label in Zavis first so it has a colour there.

Only administrators can change this.

When a lead is Unattended here and every one of its Zavis conversations is resolved, move it to Lost. A lead with no conversation at all is left alone — that is unknown, not resolved. Only enable this where appointments and stages are flowing, or a lead that actually converted could be closed.

Only administrators can change this.

    Select a pipeline to manage stages.