Advice and answers from the Myphoner Team

Search results for:call back

Call Back

What does the Call Back button do? How do I set a lead for follow-up?… If you choose Call Back as your action, the lead will push to the end of your queue, unless you have

Follow-up

How do I change the time to call back a lead?… The follow-up selection affects when you get to call back the lead and how you'll be notified about it… Pro Tip: You can customise default call back times from your preferences

Automated Deduplication

Example: If two dupes are "Call back" and "New", the "Call back" lead will be kept and the "New" lead… Example: If two dupes are "Call back" and "Lost", the "Call back" lead will be kept and the "Lost" lead… Keep won over call back over lost over archived over new

State (of a lead)

The state of a lead is always one of New, Call back, Winner, Loser or Archived… Scheduled and postponed leads are substates of "Call back"

Winner

into either the Call Back or New state… Back'… Back' state

Schedule (a lead)

Scheduling leads is a good way to make sure that you call back exactly at the time of the follow-up,… for example if you have agreed with a lead on a specific time to call back

Action (a lead)

Possible actions are: Call back - The call was inconclusive and you need to call back later to… Winner - The call is successful. E.g. a sale or an appointment is agreed upon… The different lead actions you can choose between when finishing a call

Understanding the Call Tab

Scheduled, claimed, work log and calls & recordings tabs!… Scheduling leads is a good way to make sure that you call back exactly at the time of the follow-up,… for example if you have agreed with a lead on a specific time to call back

Work Your Queue

How do I select the next lead to call?… Pro Tip: You can customise default call back times from your preferences… Meeting Appointment made) and Migrate Leads Between Lists, setting their state to 'Call Back' to move

Skip (a lead)

How do I skip a lead I don't want to call right now?… In general, we strongly recommend using the Call Back action, even when you don't reach the lead