Lead Wait Rules Overview
Lead Wait RulesWhat Lead Wait Rules Do
Lead Wait Rules allow a schedule to dynamically adjust how long a lead waits between processing steps based on conditions. Instead of a fixed wait time in every schedule wait action, a Lead Wait Rule Group evaluates the lead's token values and call disposition history and returns a variable wait duration.
This is useful when different lead segments should be contacted at different cadences. For example, high-priority leads might wait 5 minutes between attempts while low-priority leads wait 2 hours.
Groups and Rules
The feature has two parts:
- A wait rule group is the container assigned to a schedule wait action. It holds an ordered collection of individual rules.
- A wait rule is a single condition-and-duration pair. Each rule specifies token filters and/or disposition filters and the wait duration to apply when they match.
A single rule can belong to multiple groups, and a single group can contain multiple rules.
Evaluation Order
Rules within a group are evaluated in tier order (ascending, lower tier = higher priority). The first rule whose conditions match the lead determines the wait duration. If no rule matches, the schedule wait action's own default wait time is used as a fallback.
