Overview
Daily calls can be created automatically or manually. Usually, calls are created as part of a Smart Campaign, or when your contact triggers Behavioral Automation. For example, if someone saved a listing, and you haven't spoken to them in a while, it's a great opportunity to follow up with them! Something as simple as offering them some additional information on the listing may go a long way to securing them as a client!
Where Do I Find My Calls?
Your calls can be found in multiple places within your BoldTrail account such as:
'Calls' tab on the Dashboard
Toolbar
Contact Profile
'Calls' Tab
Clicking into the calls will display the call interface (this is the 'Calls' tab, also accessible from your Dashboard). There are three tabs on which you manage your calls.
Past Due
Due Today
Upcoming Calls
On each tab, there is a call and snooze button to the right of each contact.
Selecting 'Snooze' opens a dropdown to select how long you would like this call snoozed (up to 1 week).
Clicking 'Call' opens the dialer - giving you the ability to complete the call in the moment or mark complete if it was completed earlier (directions below!)
TIP: Automatic calls created by BoldTrail, like tasks from a Smart Campaign, will be automatically deleted 7 days past the due date. Manually scheduled calls, however, will remain in your calls list until you complete or delete them.
Toolbar
Calls are also accessible via the toolbar at the top of your account. Click the checkbox to pull down a list of all incomplete tasks and calls.
The snooze and call buttons work the same as the calls list on your Dashboard.
Contact Profile
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 Use the Dialer to Complete Calls
To begin calling, click on the phone icon next to the call reminder.
Or, if you are looking at the calls list on your dashboard, you can click the blue 'call' button.
Clicking either the call button or the phone icon opens the dialer.
This dialer window is ready to go. You can see the contact is already picked for you.
If the contact has more than one phone number you will be able to select which one to call using the dropdown menu.
When you are ready, click the 'Call Now' button at the top right.
You will immediately receive a call from your BoldTrail Smart Number. A computerized voice will prompt you to connect you to your contact.
Once connected, the system will record your call if call recording is enabled for your Smart Number.
You can immediately fill in the outcome, call notes and follow up if necessary.
Please Note: If you manually add a call elsewhere outside of the task list (such as via Quick Actions) the call will not be properly removed from your calls list! You must initiate the dialer from your toolbar or call list in the Dashboard.
The green call icon with the arrow pointing left is an outbound call. The arrow pointing right would be an inbound call.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!