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Telesales Module
After you have done the above process for creating call lists, you can now select to use those call lists.
In the above sample we created a call list called "NEW CALLS", its starts on the 16th of December and ends on the 23rd of December recuring every day. It consists of a total of 33 contacts.
To open you call list click on the blue triangle. You will be presented with a list of the calls that are due for today. All calls start with a light pink color if unattended.
Just click on any line to start you telesales call. The screen presented below will opne.
At frist the screen might look overwelming, but actually contains very helfull information during the sales process.
Shows all the previous call history.
Shows the company details.
Shows the existing contact, and allow you to delete or add more contacts if the company structure changed.
Call action : Assign the call if interest was shows to a field salesmen or just add reminders for yourself.
Additional information can be shown, you company might have specific fields they require during the call for you to complete, these new fields will be shown here.
Action buttons at the bottom of the page.
With these buttons you can move through your daily call list, email SMS or just add tasks and reminders.
You can create meetings or view call scripts for your own reference.
