Always start at the top of the Ranked Leads/Prospects list. Use your Call Filters to target specific types of Leads/Prospects if desired.
To log a phone call:
- Click the arrow to the left of the first Lead/Prospect on your call view.
- On the right side of the screen, you'll see the Contact & Follow Up section.
NOTE: Contact notes are required to save a phone call. These notes can be as detailed as you would like. - Select a status from the drop-down menu.
- Select the household member that was contacted.
Note: Selecting a Member is not required for unanswered and no call attempt made statuses. - Select a Date & Time contacted.
- Select a Next Action.
- Enter Contact Notes and Save using the BLUE "Save" button located below the Contact Notes.
IMPORTANT: If you log a contact attempt for a household today, they will disappear from your Call View page until the date of the Next Action that you selected.
Scheduling a Call Appointment
It is recommended to only schedule a call appointment if the Lead/Prospect asks for a phone call at a specific time on a specific day. Scheduling an appointment for a Contact makes them a Priority Lead/Prospect and removes them from the Ranked portion of the call view.
To schedule an appointment:
- In the Contact & Follow Up section select a Status
- Select the household member (not required)
- Select the Date and Time (IMPORTANT: this date and time is the current date and time NOT the date and time of the scheduled call)
- Select "Call Back Specific Date/Time" from the Next Action drop-down menu.
- Enter the date and time (mm/dd and hh:mm) for the scheduled appointment.
- Enter your Contact Notes.
- Save the scheduled call by clicking on the BLUE "Save" button below the Contact Notes field.
IMPORTANT: You will only be able to see your Scheduled Appointments on the day of the appointment.
Pipelining
Pipelining means that you would like to “hide” the Lead/Prospect until a certain date. It is recommended to always keep your Call View pages filled with Leads/Prospects that want/need a phone call that day. If you are not competitive, the Lead/Prospect asks for a phone call at another date, or if you have decided to give some time between your next phone call to the Lead/Prospect, you will want to Pipeline.
To Pipeline a Lead/Prospect:
- In the Contact & Follow Up section select a Status
- Select the household member (not required)
- Select the Date and Time (IMPORTANT: this date and time is the current date and time NOT the date and time of the pipeline)
- Select an option from the Next Action drop-down menu.
Note: all actions except Call Back Today and Call Back Specific Date/Time will pipeline the household and hide the household from the call view until the future date that you select. - Enter the Pipeline date (mm/dd/yyyy) which is the date you want this household to show back up on your call view.
- Enter your Contact Notes.
- Save the pipeline by clicking on the BLUE "Save" button below the Contact Notes field.
TIP: When selecting a Next Action you can choose from pre-selected dates for known events like renewal dates, birthdates, or claim fall of dates.