If you don’t get the chance to immediately connect with a lead, you can follow up by email, text, or phone. When you’re completing a call as a part of a planned sequence in your task list, we say that you are “completing a phone task.” Phone tasks generate automatically based on your planned follow-up sequences. For example, if a lead fills out a contact form on your website and you don’t connect with the lead through the Active Call Notification, you may have set your sequence to generate a phone task for the next day. The next day, you’d see the task “Call [lead name]” pop up in your task list. Here’s what to do:
1. Find the call task that you want to complete. Phone tasks appear when you log into the app in the task list displayed below the dashboard. You can also see them by clicking on Tasks in the left sidebar. If the task is in red, that means it’s overdue; tasks due today are in black. It looks like this:
The My Tasks list below the dashboard when you log in...
…or find Tasks in the left sidebar:
2. Click on the phone task you want to complete:
3. LeadSigma takes you to that lead’s information. At the top of the center section, you’ll see a Call Now button. Click it.
4. A box that looks like this pops up:
5. At this point, you have two options. You can either use the in-app phone or you can call the lead using your own landline, VOIP, or mobile phone.
5a) If you have a headset or speakers and a microphone and want to use the in-app phone, click here:
5b) Alternatively, if you want to use your own phone, simply dial the number listed in blue (it’s also on the green button at the bottom right of the box).
6. Whether you use the in-app phone or your own, you’ll see this box pop up as soon as you finish your call:
7. This is where you’ll mark the lead as won, lost, or pending and take some notes on what happened. We have an article for that (yay!) which you can read here, but let’s run through the short version. First, click the What happened on your call? dropdown menu and select the right option:
8. Next, add a text note detailing the conversation:
9. Mark the appropriate lead status (in this case, since our user left a voicemail, we’d go with Pending):
10. Finally, make sure to click Save Call Feedback.
11. The pop-up will disappear, you’ll have the full view of that lead again, and if you look underneath the lead’s name, the Pending box is now filled in, showing that the lead’s been placed in pending status:
And that’s it! Great job. You’ve successfully completed a phone task! ✌👍👏🎉