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Start calling from the queue

The queue hands you the next lead — the one most worth calling right now, by its lead score — with the script beside the Call button.

4 دقیقهAndroidiPhoneکارشناس
پیش از شروع
  • Leads assigned to you
  • Calling hours and attempt limits set by your admin (the app enforces them)
این راهنما را ببینیدآموزش 8 از 20
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  1. 1

    Open the queue

    Tap Start calling on Home. The Calling queue only contains leads in open stages that have attempts remaining, and Auto-dial next lead can move you straight on to the next one.

    Calling queue showing the next lead with Call now and Skip
    Calling queue
  2. 2

    How the next lead is chosen

    Every open lead has a score from 0 to 100, and the queue serves the highest first — then the soonest follow-up, then the fewest attempts. Overdue follow-ups and fresh, uncalled enquiries score highest; a run of unanswered calls, or a call in the last two hours, lowers a lead so the same number is not dialled again and again. Skipping a lead moves it to the end for today without changing anything on the record.

    1. Highest score
      overdue and fresh leads score high
    2. Soonest follow-up
    3. Fewest attempts
    Queue order
  3. 3

    Read the script, then call

    The script that matches the lead’s stage and source appears under the card with the lead’s details filled in. Tap Call now — the call goes out from your own SIM through the phone’s dialer, so the customer sees your normal number.

  4. 4

    When the app stops you

    If it is outside calling hours or the lead has reached the attempt limit, the app tells you before dialling. Outside hours you can still call if you choose; at the attempt limit the lead is skipped and flagged for the manager.

    Inside calling hours and under the attempt limit?
    Dials from your SIM
    Call is captured; outcome prompt follows
    Warns first
    Outside hours: your choice · At the limit: skipped and flagged
    Policy check before every dial
  5. 5

    After the call

    The moment the call ends, the outcome prompt opens. Pick what happened, adjust the follow-up if the customer named a time, save — and the queue offers the next lead.

آنچه در پایان خواهید داشت

  • A day that starts with the promises at risk
  • Every dial checked against hours and attempt limits
  • No lead forgotten because it was never in a list

مرتبط

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راهنماهای مرتبط

A smiling calling agent wearing a headset in an officeLead scores: call the best leads firstEvery open lead gets a score from 0 to 100 with the reasons beside it, so your queue and your lists put the leads most worth a call right now at the top.3 دقیقهAndroidiPhoneوبکارشناسAgent tapping an outcome on her phone right after a callLog a call outcomeOne tap for what happened, a follow-up that is already filled in, an optional note and the questions your team defined. Ten seconds, every call.3 دقیقهAndroidiPhoneوبکارشناسAgent checking follow-up reminders on her phone at her deskFollow-ups and remindersEvery promised callback in one list — overdue in red, today, the next seven days — with reminders on the phone at the right time.3 دقیقهAndroidiPhoneوبکارشناسAgent sending a WhatsApp template from her phoneCall scripts and WhatsApp / SMS / email templatesAdmins write scripts and templates once; agents see the right script beside the Call button and send a filled-in message in one tap, logged on the lead.5 دقیقهوبAndroidiPhoneهمه

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