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How to Manage Call Actions in the Dialer
How to Manage Call Actions in the Dialer
Glen Coco avatar
Written by Glen Coco
Updated over a week ago

Here is a link to video showing you how to manage call actions in the dialer:
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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.

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