CallsGetting StartedPlaybooksUser Guide

Completing a Phone Call Task

By January 19, 2019June 29th, 2020No Comments

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Getting Started Progress

Completing a Phone Call Task

How do I complete phone call tasks?

Using the Next Bar

The Next bar streamlines the process of choosing which activities to perform and provides you with the best order to complete them. The Next bar has been designed to eliminate uncertainty and allow you to power through your day. Navigate between prospects by using the arrows on the left-hand side.

The Next bar dynamically transforms to provide you with actions that you can select to complete your tasks. During a phone call, the Next bar presents options to use the dial pad, transfer your call, leave pre-recorded messages, or control call recording.

Completing a Phone Call Task

The Next Bar provides you with the all the options you’ll need on a phone call. Transfer, leave pre-recorded voicemail messages or take notes of your conversation all from the Next Bar.

To Complete a Phone Call Task

  1. Open a phone call step or begin an ad hoc call.
  2. Click DIAL.
  3. Optionally, use the dial pad.
  4. Optionally, transfer your call.
  5. Optionally, leave a pre-recorded voicemail.
  6. Optionally, log your call.
  7. Click END.
  8. Select a Call Result disposition.
  9. Optionally, add a subject.
  10. Optionally, complete additional disposition fields.
  11. Click SAVE.
Related Article: Agent Phone Setup

Click this message and go through the steps to make sure that Playbooks is configured to work with your phone.

Understanding Call Result Options

When you make a phone call, there are a limited number of outcomes that can occur as a result of dialing the number. Playbooks has refined the following list so that your dispositions are as accurate as possible.

  • No Answer – Prospect didn’t answer but no voicemail was left
  • Left Voicemail – Voicemail was left (either custom or pre-recorded)
  • Contact – Reached someone (gate keeper or receptionist) but not the desired prospect
  • Correct Contact – Reached the desired individual
  • Disconnected Number – Message played that the number is no longer in service
  • Wrong Number – Call is going to the wrong person or company entirely
Related Article: Manage Call Dispositions

It’s recommended that you use the call result set above. Click this message If your team requires additional options for logging calls.

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