Calling Leads Through ‘My Leads’

How can we start making calls based on ‘My Leads’'?

To start calls based on 'My Leads,' follow these steps:

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1. Log in to your NeoDove web application.

2. Navigate to the dashboard and select "My Leads" to view all the new, follow-up, and non-connected leads.

1. Select the desired option to initiate calls, whether it's from New/Unattempted leads, Follow-up Leads, or Not Connected Leads.

2. If you prefer to check the leads manually, click on the View button from Not Connected Leads or New/Un-attempted Leads. For the Follow-up Leads, the leads will appear as per the date wise filter being selected.

1. If you directly want to initiate the call flow without manually viewing and selecting any lead, click on Start Calling.

1. Once you click the button, leads will start appearing.

1. 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.

2. Select your preferred SIM card for making the call, especially if you have a dual-SIM phone.

3. The app will automatically place the call, so there's no need to dial the number manually.

4. 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.