The Glencoco Dialer Dashboard offers several key benefits that enhance productivity and oversight in managing leads. This dashboard also facilitates the identification of necessary actions for leads in the Backlog and Callback sections.
Additionally, it supports efficient meeting tracking, allowing users to monitor scheduled meetings and their potential revenue impacts closely.
The dashboard also ensures reliable feedback monitoring, keeping users up-to-date on the follow-up status and qualifications of meetings.
1. Dashboard Views
Choose the view that best suits your workflow and information preferences:
Kanban View: Visualizes leads like cards in columns representing Backlog, Callback, Meeting Schedule, and Info.
List View: Displays leads horizontally across the dashboard, including additional details.
2. Backlog
Holds leads requiring further action, like requesting more information or setting follow-up calls.
Change a lead's status in Backlog to "Follow Up" to prioritize your next action.
Backlog leads can be converted to Callbacks for scheduled follow-up attempts.
3. Callback
Lists leads with scheduled follow-up calls based on the information requested or your desired follow-up date.
Adjust the date and time of callbacks as needed based on prospect preferences or other factors.
Backlog entries converted to Callbacks automatically populate this section.
4. Meeting Schedule
Displays upcoming meetings you have scheduled with prospects.
Filter by campaign, team members, or specific prospects for focused viewing.
Dollar values associated with each meeting help track potential revenue.
5. Feedback
Shows the status of feedback on meetings after they occur.
"Pending Feedback" indicates awaiting feedback from Account Executives on whether the meeting qualified.
"Meeting Qualified" shows green highlighting in Feedback when confirmed suitably.
Canceled meetings are clearly indicated for your awareness.
Remember:
Choose the dashboard view that suits your preference and workflow.
Utilize Backlog and Callback functionalities effectively to plan and prioritize calls.
Track meeting schedules and feedback to monitor progress and identify qualified leads.