How to release leads for calling now

If your campaign is running low on leads, you can enable selected leads for calling now. Depending on your lead processing flow, we recommend 4 different methods.


Method 1/4: Release Automatic Redials


If a lead does not answer the phone, the system will automatically schedule an Automatic Redial to the lead 25 hours ahead in time (subject to individual campaign settings).



You may choose to call these leads again now, by releasing Automatic Redials:


1)  Go to ‘Leads’ > ’Lead Admin’ > Click ‘Create new view’
2)  In “Projects, Campaigns & Lead Pools” select one or more campaigns (OPTIONAL)
In “Date & Time” select "Scheduled dial time" parameter (radio-button) and select a limited time in the future (OPTIONAL) - EXAMPLE: The rest of today:





If you want all automatic redials to be available for dialing now, you can select "No time filter"
In “Lead status & Results” select “Automatic redials” under “Open leads” (Deselect all, then select Automatic Redials)


3) Click “Preview” in the bottom of the page





4) Click the “Select all” button > Click "Change dial time"
5) Set Dial time to earlier than now – ex. for this morning or change the date into yesterdays’ date. The system dialer calls leads “first-in-first-out”, so in order to release leads for dialing now, select a date or time in the past.
6) OK & Done!
 


Method 2/4: Release leads with status “Max. Contact Attempts Reached”


The system will try to call a lead 5-10 times (subject to customization in campaign settings) before the lead is automatically processed as “Max. Contact Attempts Reached”.




You can release leads processed as “Max Contact Attempts Reached” for dialing again to give them one (and just one) more call attempt:


1) Go to “Leads” > “Lead Admin” > Click ‘Create new view’
2) In “Projects, Campaigns & Lead Pools” select one or more campaigns (OPTIONAL)
In “Date & Time” select a date range or use no time filter (depending on how long back you wish to go) In “Lead status & Results” select “Max. Contact Attempts Reached” under “Closed (Deselect all, then select "Max. Contact Attempts Reached")
3) Click “Preview” in the bottom of the page
4) Click the “Select all” button > Change lead status
5) Select “Unprocessed” > OK & Done!
 


Method 3/4: Release Abandoned and/or Unresolved leads


When a lead is not saved correctly (the computer is shut down, internet connection is lost etc.), the system will give the lead status “Unresolved”. Users can access their unresolved leads via a link on the contact page in order to process them correctly. Unresolved leads that are not processed within 7 days, will automatically be processed and closed as “Abandoned lead” by the system.



You can release Abandoned and/or Unresolved leads for calling now:


1) Go to “Leads” > “Lead Admin” > Click ‘Create new view’
2) In “Projects, Campaigns & Lead Pools” select one or more campaigns (OPTIONAL)
In “Date & Time” select a date range or use no time filter (depending on how long back you wish to go) In “Lead status & Results” select “Abandoned” and/or “Unresolved” under “Closed (Deselect all, then select Automatic Redials)
3) Click “Preview” in the bottom of the page
4) Click the “Select all” button > Change lead status
5) Select “Unprocessed” > OK & Done!


Method 4/4: Add your redials to Queue

You can also choose to pick out leads from redials and add them to a queue. This will put the leads in queue for immediate calling. The old redial time is of course removed in this process and replaced by “now”. Simply go through the steps to filter out some leads as described above (or use “My redials”) and click the button “Add to queue” for the leads you want to call before their scheduled redial time occur. Note that closed leads cannot be added to the queue.
 

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