Call Assist - Calling with voicemail

Call Assist - Calling with voicemail

Prerequisites:


As you wait for the first person to answer, five €œcall 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 lead go to 4 
  3. Click €œVoice Mali€
    1. Select a call back if desired or click €œno€.
    2. From the next menu select Your Recorded Message. (see Record a Voicemail)
    3. Next lead in the sequence will be connected.
      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)

When do I use a 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.
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