The Glencoco call history offers valuable insights into your past calls and helps you learn and improve.
Accessing Call History
Click "History" to view a list of your past calls in descending order.
Each call displays information like date, time, and outcome.
Click the three dots on a specific call for detailed account information.
Filtering Call History
Narrow down the list by campaign, keyword search, or specific call outcomes like "Tentative Interest" or "Booked Meeting."
This helps you focus on relevant data and identify trends.
Searching for and Managing Leads:
Utilize the search bar to find calls by name or keyword. For example, entering "Marine" will show results for any leads that include this keyword.
If you need to revisit a lead, perhaps to save a lead you accidentally didn't save during the initial call, you can easily find it in the history and manage it as needed, including setting it as a callback.
Messaging Account Executives (AE):
Click the message icon on a specific lead's history record.
Enter your message or question for the assigned Account Executive. This provides direct communication with AEs regarding specific prospects.
AE responses arrive in your connected email inbox for easy visibility.
Stay informed and collaborate effectively with AEs on lead opportunities.
Remember:
Utilize call history filtering for focused analysis and data review.
Compose clear and concise messages for effective communication with AEs.
Leverage these features to enhance your calling performance and lead to success.