Making an outbound call in CRM
From the member profile click the green phone icon. From the contact details page. When clicked it will take you to the outbound call screen.
From the outbound call screen, select the phone number you want to dial and press the GREEN call button to connect. RED to hang up the call.
If the member doesn’t answer, schedule another call back for the next business day. Don’t call the members too often, follow the three-strike rule.
To complete the call, select the result type and leave notes.
Remember the better notes you leave the easier it is for a connector to connect the member with you and the easier for you to make the sale later.
If you have any questions on how to complete an outbound call please reach out to us in the training department.