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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
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2. The result should look like this
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Using the screen

1. 1. You can sort columns / filter / see only those you have not yet completed
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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.
   
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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
         
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   2. if the customer answers
      1. Take payments
      2. Enter a new order 
         1. Select the Place an order button
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1. 1. 1. Back on the Telesales Screen - update notes on the customer for next time
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      2. Update the call outcome - and save.
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         2. Note that all historical call outcomes are on the debtor
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      3. All orders placed on customers in your list will show on the Order list
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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

You will now have a number of orders that are ready for pick and pack

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