Log an Inbound Call as a Completed Call
gathering votes
H
Hayden Billick
There should be an option to log inbound calls and have them count as a call completed with call notes.
Jonathan Schultz
Merged in a post:
Log Inbound Call
A
Adam Wright
When you go to log a call, we would like there to be a drop down to choose Outbound or Inbound, and then a free form box to type notes.
A
Adam Miller
This is a pretty basic function with a lot of votes - Please give this issue some love!
Drew Adler
Merged in a post:
ability to log information on a inbound call
T
Tony Sutphin
Shawn Goebel
Merged in a post:
Adding a Personal Cell button to log calls.
A
ALAN HASSEN
Would be nice if there was a way to add, if the customer reached out via personal cell, or if you made call via personal cell and not on the drive centric if there was a way to log it into the system.
Currently If I reach out to a customer on my day off from my phone, or they reach out, do a video call, etc. I would have technically completed a task, just not through the DC workplan mode.
Shelby Parker
Hiya ALAN HASSEN, thanks for this post! I have a few more questions for you:
- Can you provide more details on how you envision the logging of calls made via personal cell into the system?
- What kind of information would you like to log from these personal cell calls?
- Would you like this feature to be automated or manual?
A
ALAN HASSEN
Hiya Shelby Parker, Yes! thank you for replying,
Currently, when I enter my 'workplan' and you have all the 'actions' that are required for your follow up, when you click this it takes you to that customers main profile screen. If there was even a button that was to the right of 'APPT' that just said 'CELL' or 'MANUAL' or whatever really, that you would be able to input; or it could just be simply added already to the 'NOTEs' just by adding in a command, ie. [@CALL], [@VIDEO] followed by notes.
- Type of message (Phone, Facetime, etc) Because I've helped customers with facetime deliveries and had no way of tracking without spaming another call to the customer in the DC just to 'meet my quota'
- This allows that message to push towards your workplan. Here you could enter notes that might be necessary.
- This would have to be manual, If something like this was automatic, I think it would just be easier to just have a work cellphone, where the entire device would just be property of the business and it would always be connected to the DC when it was on, but for all intents and purposes for now I am just talking about manually adding it.
p.s. I understand some people might think this is just a way to abuse the 'workplan' numbers so that they can just show that they completed their job, and to that I say, their laziness is my advantage. This career is as serious as you make it, and I am sure there are many ways to 'cut corners' however, this is something that when used properly would provide a much more seamless and genuine business/personal relationship with our customers.
Alan Hassen
Tonkin Gladstone Hyundai
Shawn Goebel
Merged in a post:
Move the customer manually to the next pipeline stage
M
Michael King
We would like a way to move the customer to Engaged in the pipeline if they call us back on our desk phones. Currently, there is not a way to do this in the system/
Shelby Parker
Great to hear your perspective, Michael King! I have a few more questions for you:
- Can you describe the current process you follow when a customer calls back on your desk phones?
- What specific information or actions would you like to capture when moving a customer to the 'Engaged' stage in the pipeline?
- Are there any specific conditions or criteria that should be met before a customer can be manually moved to the 'Engaged' stage?
Shawn Goebel
Merged in a post:
Log Inbound Calls
P
Peter Romano
It would be very helpful to log inbound calls even when set up with "click to call". I have a lot of clients that call back before engaging another way, and the only way to then mark them engaged is to then click to call to them and try to stop the call before it rings them.
Shelby Parker
Thank you for posting, Peter Romano! I have a few more questions for you:
- Can you provide more details on how you envision the logging of inbound calls to work?
- What specific information would you like to be logged for each inbound call?
- How would you like this logged information to be accessed or used in the CRM?
Shawn Goebel
Merged in a post:
Incoming call log to count
J
James Montalvo
Need to be able to log and incoming call w/ notes and not just an outgoing call. I'm new to Drive Centric so we are still learning.
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