Initiating a Phone Call using Click to Call in DriveCentric answers the lead
gathering votes
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Bradley Williams
Many times, the first thing we do with a lead is call them. Some calls only take a minute or two, but some others can take nearly an hour. This breaks our time on responses, if we can have it so when we start a call it counts that would be awesome. Thank you!
Shawn Goebel
Merged in a post:
Phone UPs are assigned too quickly via round robin
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Darin Ennen
I was still on the phone with the customer that called and he was already re assigned to another sales person because of round robin. Way tooo fast.
Shelby Parker
Hey Darin Ennen, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on the time frame in which the reassignment occurs?
- What would be an ideal time frame for reassignment in your opinion?
- Are there any specific scenarios where this quick reassignment becomes particularly problematic?
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Darin Ennen
Shelby Parker when one of the sales reps takes a phone up the system should be able to see who has it and assign it to that salesrep
Shawn Goebel
Merged in a post:
Phone Call Time Stamp is on Completion which Causes Fumbles
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Ian Maxwell
There are other solutions to this problem such as sending an opt in text before initiating the call but we frequently run into a situation where we get a new lead and have a long conversation with the client. DriveCentric doesn't recognize the call until it is completed and logged. The problem is that while you're on the phone with the client the lead gets fumbled and goes up for grabs and another sales member will attempt to contact while you're on the phone with the client.
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Leslie Anthony
We click the end call in Drive while still on the phone, log phone conversation, and then just "talked to customer". Follow up by adding a generic note of phone call.
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DALVIN HOLLAWAY
Agree
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William Mills
Yes please! This would really help our salespeople. Especially with stores using up for grabs.
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Eric Whitman
agree with this!
Shawn Goebel
gathering votes
Shawn Goebel
Bradley Williams Thank you for the feature request! I am going to move this one to Gathering Feedback to see what other users think about this request! Thank you again and have a great day!
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Matt Tudor
I agree, our sales staff find this frustrating as well. We have had a lead rotate due to timing out because they are on a 15 minute phone call.
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