|
|
I do a lot of outbound calls to my leads, clients, etc. and was curious if there was a way to set a simple reminder to call a client that will show up with the phone #. I bet there is and I am missing it, but I have been using “schedule a follow-up” and it will show up on my calendar with the persons name and task, but I find that I need to do a few clicks in order to get the phone number.
If there is no way to do that currently, I would love to put in a request to have a simple “call list” that identified tasks that are calls and auto-populated them in a separate list with the persons name, phone #, an area for logging notes, a timer, ability to reschedule, delete and mark complete.
|
|
|
|
|
Hi tkfirstteam. You’re right in that you need to click to get to the contact data (which contains the phone number). Thanks for the call list suggestion. Could be an handy report in the Activities Dashboard.
|
|
|
|
|
+1 vote for this for sure. IMO we need a few more features around sales opportunities, prospecting etc like this, in order to be more efficient
|
|
|
|
|
A nice idea. I would say that one benefit of the existing system of having to open up the contact is that you get the context of the call. That way, whilst the phone is ringing, you can make sure you have scanned previous calls/facts etc.
|
|
|
|
|
Carl Benfield - Jul 15, 2010 12:31pm A nice idea. I would say that one benefit of the existing system of having to open up the contact is that you get the context of the call. That way, whilst the phone is ringing, you can make sure you have scanned previous calls/facts etc.
Totally understand and for many users I agree that the current method would be more effective, but in my situation, I typically have anywhere 40-60 calls (or emails) each week that are simply a “follow-up” call where I am simply calling leads in my pipeline to let them know that I am thinking about them and checking their file in case they need anything. It is more of a general purpose item. Usually the calls go to voicemail and I leave a quick message, but with so many to get through, having the info right there in front of me would cut down on my time. Ideally having the ability to print something like the following would be great as well so I could take it on the road with me and mark calls done as I made them throughout the day.
Type Name Contact Due Note Time Stamp Status
Call - Paul Tester 714-555-1212 7/15 Left Voicemail 1:05pm Done
Call - Sue Phonie 714-555-1212 7/15 Left Voicemail 1:06pm Done
Call - Mike Faker 714-555-1212 7/15 Doesn’t need anything this wk 1:07pm Done
Email- Steve Fox .(JavaScript must be enabled to view this email address) 7/15 follow-up email 1:07pm Done
Call - Sara Tonen 714-555-1212 Wants to see homes Wed. 1:08pm Pending
Call - Pat Tronage 714-555-1212 7/16 Open
Sorry for the ugly example but hopefully it helps explain!
|
|
|
|
|
Don’t apologize, the example is helpful. The email may not be real, but beware that forums like this are searched by SPAMers.
|
|
|
|
|
Ok thanks. The email is fake, but should it be deleted anyway?
|
|
|
|
|
I like this request because it demonstrates the need for three features which have been previously requested:
(1) Ability to create a “follow-up” flag or task from a call, email, prospect, meeting, note
(2) Ability to generate reports with information meaningful to workflow (in this case, a follow-up call list)
(3) Similarly, a summary “dashboard” or aggregated blog view of all relevant updates and ToDo’s in the system, putting the next actions and the tools necessary to complete them right in user’s faces.
|
|
|
|
|
Carl’s point is front-of-mind here i.e. we want the concept to stay true to advocating “client focus” and just become more GTD porn / message hub to keep brains busy (read Outlook).
I think we’ve let it slip before that we’ve left a space for a light-weight “To do” activity. Before giving it any air-time though we really want the concept / purpose grounded and have context with the other features in Solve and not just become a “lazy task”. The ideas here are helpful in developing some of those cases.
|
|
|
|
|
dave@vm - Jul 15, 2010 12:22pm +1 vote for this for sure. IMO we need a few more features around sales opportunities, prospecting etc like this, in order to be more efficient
+1 vote and please add a pop-up reminder for a scheduled task, call or any other planned activity that you can then complete of postpone or reschedule. Thank you!
|
|
|
|
|
I think this is essential.
If you make many phone calls in the course of your business, it is imperative in a crm solution to have the ability to make a quick, couple of clicks, for a follow up, reminder, task associated to a call or email. Even if it is just a little “to do” to remind me to look at a contact on a certain date. It creates the imperative to “review” the contact.
It also gives you a trail.
The idea of a clean simple call list each day as a resultant report from these scheduled elements would be tremendous as well.
As it stands now, I have no way to schedule a follow up for myself as a reminder without cluttering up my calendar, or taking the multi step process to create a task list.
|
|
|
|
|
+1 here too. That would be amazingly beneficial to be able to create as a daily “To Call” list to knock them out one by one with name, number etc.
I work in the entertainment industry where there is a VERY high volume of calls on a day to day basis. Another feature that would be useful on the call log is a call status indicator, so that when you make a call and you need to talk to the person that you called, you can easily track the status of that call ie LW (left word), To Call (when they’ve called you back and left a message) etc.
If there’s a feature like that I could be using but haven’t figured out, let me know!
|
