Scheduled calls can be set manually by any user type to remind themselves to call a contact, or they can be scheduled automatically as part of a Smart Campaign, such as built-in reminders to call a new lead after a certain amount of time.
It is easy to keep yourself organized and on track with the numerous daily to-do lists you may refer to each day by setting and completing them in kvCORE. Scheduled calls can be easily associated with specific contacts and kvCORE will even email you on the day that the call task is due.
Scheduling a Call
Scheduled calls can be created in a variety of ways:
Quick Actions button
When scheduling a call the same information will always be required.
A popup window will open up. Select 'Schedule Call' from the top. Then add a contact name and date/time and any other information you desire.
On the schedule call tab, you'll be able to set up your future calls with the following controls:
Note - This note will appear on the contact's timeline, as well as in the call summary in your tasks list.
Due Date - The date and time you want the call scheduled. I
Sync with Google - Set to 'Yes' to add this call to your Google Calendar at the specified date/time. For more information on syncing your Gmail account click here.
Repeat Calls - If you want to schedule this call more than once, turn this on.
# of repeat calls - If repeat calls is set to 'Yes', specify how many calls you want to schedule.
Over - Specify what period of time you want your calls to be scheduled. The calls will be as evenly spaced as possible.
Scheduling a Call via Quick Actions
Log into your kvCORE account.
Click on the blue "Quick Actions" button at the top.
Click on 'Add Call' from the drop-down that appears.
Type in the associated contact's name in the 'Contact Name' field.
Fill out the other fields as necessary.
Click the green 'Schedule a Call' button on the bottom left.
Scheduling a Call via Contact Records
Log into your kvCORE account.
Navigate to the Smart CRM tab to the left.
Search for the contact and click on their name.
Click on 'New Call'
Select 'Schedule a Call' at the top of the popup.
Fill out the 'Date', 'Time', and any other fields you desire.
Click the green 'Schedule Call' button on the bottom left.
Scheduling a Call via a Smart Campaign
Using Smart Campaigns to schedule calls is an efficient way to automate your contact nurturing, whether that is for leads or past clients.
Admins can also create a Company-level Smart Campaign for Agents to use when working with Company-owned leads and integrate regulated follow-up calls into the action items.
Log into your kvCORE account.
Hover over the Marketing tab on the left.
Click on the Smart Campaigns tab.
Click on the Campaign Name that you wish to add a task to.
Click on the green "+ Add Action" button to the right.
Choose 'Call' from the drop-down that appears.
Fill out the information as necessary.
Click the green "Add" button in the bottom left.
Task Reminder - Create a task reminder informing you to call the lead.
Call Me - The system will initiate a call and connect you and the lead automatically.
Name - This is the name you'd like to give your call. Your lead will not see this; use it as a way to remind yourself why you're calling.
Template - Use a premade (provided by kvCORE, your Admin, or created by you!) template if you like.
From/To - This will determine who is making the call. Automatically 'From' will be the Agent, and 'To' will be the contact. You can make the 'From' call belong to the system and 'To' would be you, the Agent.
Run Immediately - The 'Run Immediately' toggle will determine if the call should take place as soon as the Campaign is assigned to the contact. If this is toggled off you can choose a timeframe for the call.
Time Unit - Minutes, hours or days after the Campaign has been assigned.
Time Value - How many time units before this schedules call is assigned.
Where to Find & Complete Scheduled Calls
Your scheduled calls can be found with all or your system calls in your Tool Bar. You can open the tasks by clicking the checkmark from any screen within kvCORE. The call information will be shown, and you have the option to snooze the call or make and log the call directly from the toolbar using the button with the phone icon.
When you first log into kvCORE you will see a 'Calls' tab that you can click on to view all upcoming calls and snooze, delete them or mark them done.
You can also click on the 'Today's Calls' box that appears under your Summary on your Dashboard.
Once you have completed the calls due for any given day, simply click the blue "Call" button. You can also click the 'Snooze' button if you would like to postpone that task until the next business day.
Please Note: You can complete the call directly from the 'Call' button! Instead of logging the call, you'll select 'Call Now'.
TIP: Additionally, in the area at the top of the 'Calls' section you can snooze or delete multiple tasks at once. This can save you time if you need to delete or snooze multiple calls until the next day.
If you need to review the contact's information and notes ahead of completing the call, you will still be able to view and complete any assigned calls for that particular contact by accessing the 'Tasks' tab at the top of the contact profile.
You can complete the call straight from this section or snooze it, simply click the corresponding phone icon or 'Snooze' button.
If you need to see the full list of upcoming or completed tasks and calls, click the 'All Tasks' button.
There you will see the entire list of scheduled and completed tasks and calls.
How to Make or Log a Call
When you click the phone icon anywhere you can view calls, a popup will appear, prompting you to complete the call then, or log the call if you called the contact at an earlier time.
If you'd like to log the call, click 'Log Call' at the top and proceed to mark it as 'Contacted', 'Not Home', or 'Bad #'.
If you have any questions or need further assistance when scheduling calls, please reach out to Customer Support via the blue chat bubble to the right or by emailing email@example.com!
(Keywords: scheduled calls, call list, call, call reminder)