Team guide
Instructions
Your day in 4 steps
- 1. Pick your own name.
- 2. Open Call list & dialler and press Call.
- 3. After each call, pick what happened and press Save & next lead.
- 4. Check Call backs & calendar for call backs due today.
During testing: everyone can use Find leads and Search history. Team overview is already for managers only. Once the site goes live with team logins, lead searches will also be for managers / admins only.
For callers
- When the app asks Who's calling?, tap your own name.
- Check your name at the bottom of the menu ("Calling as …").
- Wrong name? Tap switch and pick again.
Never use a teammate's name. It stops the app knowing who is on which call.