Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
If your company doesn't subscribe to CallPotential's Lead Management services, these instructions may not be pertinent to you.
- (A) Lead icon - Click to access the list of Follow-up events. The list will automatically open to Follow-ups.
- (B) Open - Click to access the Lead card and to proceed with the Follow-up call.
Review Lead Record - Review the Lead record and notes to familiarize yourself with the Lead before placing the call.
(C) Script - Note any special directions or scripting that may have been customized by your management team.
Start Call
(D) Start Follow-up Call - Click to initiate the manual Follow-up call. If connected via computer, the call will immediately connect. If connected via one of the phone options, the system will dial your phone; answer and press 1 to connect. This will turn grey while connecting and on the call.
(E) Start Follow-up Call dropdown - Click to access additional phone numbers (if available) associated with the account as well as call statistics for all numbers such as number of calls and each number's answer rate.
(F) Next Follow-up - Indicates the next date (after the current scheduled Follow up) a scheduled follow-up communication is scheduled.
(G) Information - Click for information regarding the next follow up event.
(H) Delay - Click to delay the current follow up. Click here for a more detailed explanation on our Delay Follow up feature.
Update Record - Notes are automatically updated to reflect the Follow-up communication along with the initials of the employee who completed the event.
(I) Save - Click to save any updates made and to exit the Lead card.
