HOUSEKEEPING
A powerful search tool that enables you to extract valuable sales information, which could otherwise take you much longer to find out.
What is a filter?
Any activity, such as 'Follow up on apps', that a rep has to complete within a certain timeframe.
What is a task?
If lead does not answer, close the appointment task, run the macro of the call that the appt was made on. EX: last closed activity is 'Call 3', run the 'Call 3' macro.
How to complete an appointment if the lead does not answer?
A group of actions that always occur together and can be set to take place automatically and can be customized.
What is a macro?
A software that increases outbound calls, productivity, and performance.
What is PhoneBurner?
These are the filters reps can use together to check...
Activities: Without Open Activity
Next Call: is not empty
Lead Status: LVM Emailed, Emailed
Phone: is not empty
What are the filters you can use to ensure your leads will be called by PhoneBurner?
This is a lead that has re-requested info (dup) or has sent a personalized email to contact@clinicalresearchfastrack.com
What is 'Hot Lead' in terms of the reps individual reports?
Email Stockwell with specific dates as early as possible & notate on the weekly rep schedule/google calendar.
How to request days off?
When you call a 'bad number', you will copy then delete number from phone field, paste number in notes along with what transpired, run macro.
What are the steps to run the 'bad number' macro?
This field determines which voicemail the dialer will leave, and which macro will be ran. This is important because if this is incorrect the dialer will not know until after the incorrect macro is run.
What is the 'Next Call' field and why is this important?
She will change lead ownership if there are notes of a meaningful conversation & is TAGGED in zoho.
How does Celine change lead ownership?
This person will send registration deposits and load letters for students.
Who is Andre?
The rep will run the 'Call 1' macro on this lead.
How to call a new lead?
The difference between them is something that is preset & will automatically complete a set of actions VERSUS any activity that the lead needs complete within a certain time.
What is the difference between a macro & a task?
These are the lead statuses that will affect this field; Nurturing, Sent Application, Appointment Set, Old-Called 6 Times, Bad Lead, Unlikely See Notes, Not Qualified, Nurturing - HOT, Qualifying
What lead statuses will affect the 'Next Call' field?
This is the person who would update you on your students status for upcoming classes.
Who is Andre?
Who is Bailey?
click new task, create a subject, select a due date in the future, & save. check the 'next call' field to be sure it is in the correct list.
How to correctly create a task so the dialer WILL call the lead?
These are examples situations when:
- dialer transferred lead
- lead asked to be taken off call list
- lead is bad/unlikely
- dialer set an appointment
- lead asks for a specific call back date
In what situations does a dialer NOT run a macro?
This means the lead will not be called by phoneburner because of what is in the 'Next Call' field.
(there are 3 answers)
What does it mean when the 'Next Call' field is empty, N/A, Re-Request, and Old Lead?
This is the person who will update templates & create macros.
Who is Bailey?
These are the modules that the rep should be sending emails from.
What are 'Enrollment' & 'Lead' modules?
When creating a custom task, these are the steps that will stop the dialer from calling your leads.
click new task, create a subject, select a due date in the future, & save. next call is 'N/A'
This is the maximum amount of leads you should use a mass macro on.
What is 50 leads?
The dialer will use these lists when using phoneburner.
(there are 5 answers)
'All Call 2', 'All Call 3', 'All Call 4', 'All Call 5', and "All Final Call'