Follow up cold-call outcomes and leads
Switched off until an operator turns it on
See how each cold call ended, move leads through the pipeline, schedule a call back, and call an interested lead back yourself.
Where to find it
Campaigns › Cold calls › Pipeline
Open this screen
Steps
- Open Campaigns › Cold calls, the Outcomes tab, choose the Campaign and read each call's Result, In their words and Talk time.
- Open the Pipeline tab. Each lead shows what they want, their objections and the best time they said.
- Drag a lead to another column, or choose a stage in Move to (New, Interested, Call back, Won, Lost).
- To plan a call back, set Call back at and leave the field.
- Press Call back now: your phone rings first, then the person is connected.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Result | Interested, Call back requested, Not interested, Wrong person or number, Do-not-call request, Voicemail, No answer or Not classified. | — |
| Move to | The lead's pipeline stage. | New |
| Call back at | When to call back: any time you choose. | — |
| Call back now | Rings your verified phone first, then connects the person. | — |
Troubleshooting
Call back now is greyed out.
Verify your phone in Settings first. It is also off for leads in Lost.
Tips
- A refusal (a Do-not-call request or Not interested) and a wrong number put the number on your do-not-call list, so it is never cold-called again.
Good to know
- Cold calls are off until the platform operator turns them on, for the whole service or for your organisation only, and reviews your organisation; your organisation's own switch must be on too.
- Moving leads and calling back needs the admin or manager role.