Follow the team's phone calls

Tilgængelig i alle planerSådan gør duÅbn i DealJourney

Opkald puts what the phone system recorded next to the sales Momentum already counts. It appears in the Momentum menu once a phone system is connected; until then there is nothing for it to show. To connect one, see Connect TelecomX and see your team's calls.

  1. 1Open Momentum and choose Opkald.
  2. 2Pick a period: I dag, I går, Denne uge, Sidste uge, Denne måned or Sidste måned. Weeks start on Monday. The choice is kept in the page address, so a bookmark or a screen on the wall keeps showing the same period.
  3. 3Read the team's totals along the top, then one row per seller underneath. Click any column heading to sort by it.

The page refreshes itself every minute while it is open.

What the numbers mean

  • Udgående opkald counts outgoing calls. Fik svar counts the ones a person picked up. A voicemail never counts as connected.
  • Udfald is the small bar on each row: what happened to the outgoing calls, split into Fik svar, Telefonsvarer, Intet svar, Optaget and Ikke tilgængelig. Point at it, or tap it on a phone, to see the numbers.
  • Taletid runs from pickup to hang-up, for calls in both directions. Gns. samtale is the average length of an outgoing call that reached someone.
  • Opkald/dag divides by the working days (Monday to Friday) in the period that have already started.
  • Salg uses the same sale rule as the rest of Momentum. Opkald pr. salg and Salg pr. opkald compare the two.
  • Modtaget, Besvaret and Ubesvaret are the incoming calls.

A dash means the number cannot be worked out, for example calls per sale for someone with no sales yet. It is not the same as zero.

Pr. time shows the calls made and connected for each hour of the day. Point at an hour to see its connect rate, which tells you when customers actually pick up. Pr. dag shows the same across the period and is hidden when the period is a single day.

Who sees what

Administrators see every seller, the team total at the bottom of the table, and the row Telefoner uden tilknyttet person for calls on phones that are not linked to a person yet. Clicking that row opens the phone system's settings, where phones are linked to people.

Everyone else sees the team totals in the tiles and their own row, and the charts show their own calls.

Missed calls nobody called back

Ikke ringet op counts the outside numbers that called in during the period without anyone answering, and that nobody in the company has called back since. Administrators also get the list of those numbers, newest first, with when they last called and how many times. Click a number to call it.

The line at the bottom says when the phone data was last brought in. It turns amber when that was more than ten minutes ago, which means the numbers may be behind.

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