Calling Leads Through Filters
How do we initiate calls based on a specific desired filter?
To initiate calls based on specific desired 'filters', follow these steps:
Log in to your NeoDove web application.
Go to the dashboard and choose the "Filter" option, or access the dropdown menu from the top of the screen next to the 'Search by contact number' option.
Multiple filters are available to refine the data, and you can apply more than one filter to retrieve specific, targeted information.
When searching and filtering data, if you wish to incorporate closed leads, including converted and lost leads, in your results, you should activate the checkbox located at the bottom of the Search and Filter option, labeled 'Include converted and lost leads in your search?'
After choosing the specific filter, click on the search button to retrieve the exact filtered leads. To initiate the call flow for the filtered leads, click on the "Start Calling" button at the top of the screen.
Once you click the button, leads will start appearing.
If the automatic call dialing option is enabled, the system will automatically initiate the call after a set interval. If not, you can manually start the call by clicking on the number. Subsequently, you'll receive a notification on your phone, allowing you to make the calls from the dialer as needed.
Select your preferred SIM card for making the call, especially if you have a dual-SIM phone.
The app will automatically place the call, so there's no need to dial the number manually.
Once you've successfully finished your call, to the Lead Details Form or Customer Details Form
Note: By default, to make calls, click on the lead's contact number. If you prefer automatic call dialing, access the settings in the Admin portal to enable this feature. Once enabled, calls will automatically initiate based on the set time interval when the lead appears on the screen.
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