Here is a link to video showing you how to manage call actions in the dialer:
https://www.loom.com/share/b7a479079b234163a44c3dae905f17f5?sid=bebcabea-1655-4d23-9e26-f34588d462c0
1. Requesting More Information:
After ending a call, instead of selecting options like "no pickup" or "not qualified," choose the option to express tentative interest and request more materials from the account executive.
You must enter details in the provided text box about the conversation and what the prospect is seeking information on before you can submit the request.
Save the record, which will then be reloaded to your dashboard and placed into the backlog.
2. Managing Backlog and Callbacks:
Check the backlog column for leads that have requested more information.
Change the status of a lead by selecting "callback" to schedule a follow-up call.
Set a specific date and time for the callback, considering time zones appropriately. For example, if contacting someone in California, avoid calling too early in their local time.
3. Scheduling the Callback:
Enter the details of the follow-up call, including the exact date and time.
Save the changes, and the system will update the CRM with the scheduled callback, typically showing the update in a kanban or list view in your CRM interface.
4. Modifying Callbacks:
If a prospect attempts to return your call but fails to connect, adjust the callback details.
Choose a new date and time for the callback and enter notes about the missed connection, such as "missed call last Friday."
Save the updated callback information. Ensure the correct date and time are entered to avoid scheduling errors.
5. Confirming Callback Entries:
Verify that the callback details are correctly updated in your CRM.
The system should automatically populate the scheduled callbacks at the correct time as entered.