Want to call Leads one at a time? Learn how to use the Cold Call App below.
Making Calls using the Cold Call App
Xencall's Cold Call feature enables you to call Leads one at a time. This is ideal for handling high value Leads, or any situation where you want to review the Lead's profile more carefully before connecting with them.
Note: This feature needs to be enabled by a System Administrator before it can be used. Please check with your manager about having this enabled for your account if you don't see the Get Next Leads button.
The following guide will walk you through the process of making calls using the Cold Call App:
- Switch to Inbound Only Mode
- Get Next Lead
- Call the Lead
- Handle the Call
- Disposition the Call
- End the Call
- Stop Making Calls
To ensure the Dialer will not activate, switch your Availability Mode to "Inbound only".
To pull up a Lead to call, click the Get Next Leads button at the top of the screen.
The Lead information will be displayed in the CRM Fields for you to review.
To call the Lead, click on one of their Phone Numbers.
Note: If you decide not to call this Lead, you can close it using the X button. However, if you close it, it will not come up again in Get Next Leads.
As you speak with the Lead, review any Scripts that appear for guidance.
Switch to the Contact History tab if you have any Call Notes to record.
As you begin to wrap up your call, select a Call Result that best describes your experience speaking with the Lead.
Click on one of the Call Result buttons (1). You'll see Follow-up Settings (2) for that result appear below, which you can adjust as needed.
If you experienced any audio quality issues on your call, mark the Call Quality Rating (3) with a half star. If you submit the call log in the next step, this information can be used by our Technical Support team for troubleshooting later on if your audio issues persist.
Once your call is complete, click Submit call log (4) to disposition the Lead.
Quick Tip: The Call Result will be recorded on the Contact History tab, along with any Call Notes.
Once you select a Call Results button, it may be configured to end the call automatically. If not, you will need to end it manually - just open the Dial Pad and click the End Call button.
Once the Lead Profile is closed and the call is ended, you can click the Get Next Lead button to make another call.
To stop taking calls, switch your Availability Mode to "Break" or one of the other options, as directed by your manager.