Call Assist - Calling

Call Assist - Calling

Prerequisites:


As you wait for the first person to answer, five call outcome buttons appear at the bottom.
  1. Dialing Prospect - wait for call outcome
    • No answer go to 2 
    • Talk to lead go to 4
  2. Click €œCall Back€ - system will initiate a redial
    • No answer go to 3 
    • Talk to leadgo to 4 
  3. Click €œNo Answer€
    • Select a call back if desired or click €œno€.
      go to 1 (done by the system)
  4. Talk to Lead
    • Set next call date if outcome requires one
    • Set appointment date if outcome requires
    • IMPORTANT
      • Did you follow the Buyer/Seller script?
      • Did you mark all answers received accordingly? Your future follow-up depends on these questions
      • Make sure you leave a detailed note on the call outcome
    • Click Continue the system will call the next prospect in the list
go to 1 (done by the system)

Alert

 When do I use Bad Number call outcome? 
Clicking Bad Number will blacklist the phone number in your Engage system.  They will not be a part of any future call lists until you modify the number in the lead record.

    • Related Articles

    • Call Assist - Call Blocks Notifications

      Prerequisites: Setup Your Engage Phone Number Call Assist - Call Blocks Create Segments Create Nudge Plans (optional) SETUP NOTIFICATIONS: Hover on Settings and select Notifications Scroll to the Engage Block section Select desired Engage Block ...

    • Call Assist - Calling with voicemail

      Prerequisites: Call Assist - Manual Setup As you wait for the first person to answer, five €œcall outcome€ buttons appear at the bottom. Dialing Prospect - wait for call outcome No answer go to 2 Talk to lead go to 4 Click €œCall Back€ - system ...

    • Call Assist - Manual Setup

      Prerequisites: Setup Your Engage Phone Number Click on and select Leads. From the Segment drop-down select the saved segment you wish to engage.Alternatively, you can use the Filters to narrow down the call list.We suggest you try to keep your call ...

    • [VIDEO] EngageCRM - Call-Assist Demonstration & Engagement Plan

      For written step by step instructions see following articles: Call Assist - Initiating a Call List Call Assist - Calling Call Assist - Calling with voicemail

    • Call Assist - Call Blocks

      Prerequisites: Setup Your Engage Phone Number Create Segments Create Nudge Plans (optional) SETUP CALL BLOCK Hover on EngageCRM and select Engage Calendar Click + Engage Block at the top left. Enter descriptive Block Name (ex. Never Talk To) Select ...