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Table of Contents

What is a Telesales Call List

Telesales Daily Run Sheet is a list of calls to make for each day.

How does a customer get on the list?

 A customer ends up on the list based on the call cycle on the debtor card for Telesales.

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Each time a planned call is deferred to another date that days call is marked as "cancelled" and a new call is created for the new date.

Step-by-step guide

Start the day

1. Open the Telesales Dashboard and create all Telesales Calls for the day
   1. 
2. The result should look like this
   1. 

Using the screen

1. 1. You can sort columns / filter / see only those you have not yet completed
      1. 

Leads

1. Review any new leads in the dashboard to action first
   1. Call leads
   2. Send emails for them to follow up
   3. Assign a sales rep to call today and arrange a visit

Call Outcomes and Call Notes

1. Select a customer to call - review their information before calling.
   
   1. 

   2. 
      

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      {note that Correspondence history only shows emails in the last 180 days}

      
      

2. Call the customer
   1. if no answer
      1. Update the call outcome to "Call Back" to defer the call to later in the day or another day if required
         
         1. 
   2. if the customer answers
      1. Take payments
      2. Enter a new order 
         1. Select the Place an order button
            1. 

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1. 1. 1. Back on the Telesales Screen - update notes on the customer for next time
         1. 
      2. Update the call outcome - and save.
         1. 
         2. Note that all historical call outcomes are on the debtor
            1. 
      3. All orders placed on customers in your list will show on the Order list
         1. 
2. Continue until all calls are made - or you cannot get the list finished.

Try it yourself

1. Open the Telesales Screen and create the day - it might already exist
2. Select a customer and review the information
   1. Create a sales order using recommended order
   2. Add lines, remove lines
   3. Use the promotions wizard
   4. Submit the order - close the screen
   5. Update the call outcome and sales notes - Save the Outcome
3. Select another customer
   1. Open the Debtor card and flag "Use recommended Order"
   2. Create a sales order using the historical order
   3. Add lines, remove lines
   4. Use the promotions wizard
   5. Submit the order - close the screen
   6. Update the call outcome and sales notes - Save the Outcome
4. Repeat for a number of orders

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