Outcomes and callbacks

Tilgængelig i alle planerSådan gør duÅbn i DealJourney

The outcomes:

  • ⟦Interesseret⟧ — worth following up. Create the opportunity while it is fresh.
  • ⟦Ikke interesseret⟧ — a real answer. Log it, so nobody rings them again next quarter having learnt nothing.
  • ⟦Ring tilbage⟧ — they want to talk later. This one asks for a time; see below.
  • ⟦Intet svar⟧ and ⟦Optaget⟧ — no contact. The number stays in play.
  • ⟦Forkert nummer⟧ — fix the record, or it wastes somebody's time again.
  • ⟦Ring ikke⟧ — they asked not to be contacted. This is the one that carries legal weight: honour it, and never use "no answer" as a soft version of it.

Resultatet gemt confirms it landed, and {{count}} forsøg on the entry shows how many times this number has been tried.

Scheduling a callback. Hvornår skal du ringe tilbage?Om 1 time, Om 3 timer, I morgen kl. 09 or Næste uge kl. 09, or Vælg dato and Tidspunkt. Angiv dato og tidspunkt for at planlægge genopkaldet.

⟦Planlagte genopkald⟧ collects them, and {{count}} genopkald tells you how many are waiting. Clear these before starting new numbers: somebody who asked you to ring back has already agreed to the conversation, which no cold number has.

Being on time matters more here than anywhere else. A callback taken twenty minutes late is a normal call; a callback taken a day late is a lost one.

For anything that needs more than a call, turn it into a proper follow-up on the record rather than leaving it in the dialer: Add an activity

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