The journey of one call result
Five steps happen between a rep clicking Save in LeadPerfection and your campaigns going quiet for that customer. You only do step 3 (once). Everything else is automatic.
- 1A rep logs a resultIn LeadPerfection, after a call. For example COMP, "Bought Comp".
- 2We check for new activityEvery 15 minutes, 7 AM to 9 PM Central, every day.
- 3We read your rulesThe list you saved under Settings → Lead Perfection: Nothing, Do not contact, or Pause.
- 4Three checksIs there a rule? Is the call new enough? Have we already acted on it?
- 5The contact changesMarked Do Not Contact, or paused until a date. Recorded once.
When we check
Checks run on a fixed 15-minute rhythm, every day of the week. A result is normally acted on at the next check after the rep logs it, so the wait is at most about 15 minutes, plus the few minutes a check takes to run.
Only the latest call counts
A lead can have many calls. We act on the most recent result only, so a "No Answer" from Monday never overrides a "Bought Comp" logged on Wednesday.
ExampleCodes and times are illustrative. Your own LeadPerfection codes appear in the rules table.
The three checks before anything happens
A matching result is not enough on its own. Each result passes three gates. Fail any one and the contact is left exactly as it was.
How the pause date is worked out
The pause counts from the day the call was logged, not from the day we noticed it, and it ends at midnight in the contact's own time zone.
ExampleThe Outreach hold until date is the day after the pause ends, so a date trigger on it can restart follow-ups on the first day texts are allowed again.
What "Contacts with code" means
In the rules table, the Contacts with code column tells you how many of your contacts currently have that code as their latest result. It is the same number Preview uses, so what you see here is what Preview would act on.
- If a lead's latest call changes from one code to another, it moves to the new code's count.
- The number is not how many times a code was ever used. It is how many contacts sit on it today.
- Codes set to Nothing still show a count, so you can see what each code would affect before you choose an action.
Good to know
| What | What to expect |
|---|---|
| Pause is not a total stop | It stops text sequences and flows running now and holds most automated texts. It does not stop AI phone calls, emails sent by newer flows, or single scheduled sequence steps. Use Do not contact when a customer must never be called. |
| Results logged late at night | Picked up at the 7 AM Central check. |
| Results your own automations write back | Results written to LeadPerfection by your automations (Add Call History) are not seen by the 15-minute check. They apply when the contact is refreshed or by the longer background check. |
| Changing your rules | New rules apply to calls logged after you save them. Use Preview and Apply for older leads. |
| Undoing a pause | Click Resume on the contact. A resumed contact is not paused again for the same call. |
| Undoing Do not contact | Contact support. It is locked on purpose so a customer who asked not to be contacted is not re-enrolled by accident. |
Questions
Does anything happen before I save rules? No. Until you save rules the section is inert.
How fast is "automatic"? Normally within one 15-minute check after the rep logs the result, between 7 AM and 9 PM Central.
Which result counts if a lead has several calls? The latest one.
Can one call be acted on twice? No. Each call is acted on once.
Do I need to set a time zone? No. LeadPerfection call times are read in your workspace's time zone, and each pause ends at midnight in the contact's own.
How do I check a single contact right now? Use the refresh icon next to them on the Lead Perfection contacts page.
Where do I set the rules? Settings → Lead Perfection → When LeadPerfection records a call result. The full setup guide is Call Result Rules: client guide and SOP.