How to generate calls

Let sales-i fill in your diary for you. At the click of a few buttons you can send calls to your diary. Say goodbye to admin and hello to having more time to sell.

Desktop

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Step 1: Click MyCalls

From the black navigation bar at the top of the screen, click MyCalls.

How to discover which of your customers you haven't spoke n to in the last 2 months - Desktop 1-01

Step 2: Click Generate

Next, click Generate.

How to discover which of your customers you haven't spoke n to in the last 2 months - Desktop 2-01

Step 3: Generate Calls options

You will now see a list of options which will help you decide which calls you wish to generate:

Account Type = Select Customers or Prospects.

No. of Calls = Select the amount of calls you want to make.

Start Date and Time = Select what day and time you would like to start making these calls.

Time Interval = How often do you want to make these calls.

Ignore Days = refers to the number of days since your last point of contact with an account.e.g. Selecting 60 days will exclude/ignore anyone who has been contacted in the last 60 days.

Filter by = Filtering your results to ‘basic’ will let you pull from your entire customer base, but you can also filter your calls to only customers in a campaign or location of your choosing.

Finally, click the green Confirm Selection button.

How to discover which of your customers you haven't spoke n to in the last 2 months - Desktop 3-01

Step 4: Preview and Edit

You will now see a message which asks you whether you wish to Generate or Preview and Edit.

It is a good idea to Preview and Edit these calls to check if there is anyone you wish to include or exclude from the initial list.

Click Preview and Edit.

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Step 5: Generate

You will now see a preview of your results.

They are in order of the accounts who have had the biggest decrease in spend (year on year).

You can untick any who you don't want to contact.

Once you are happy with your selection, click the green Generate button.

How to discover which of your customers you haven't spoke n to in the last 2 months - Desktop 5-01

Step 6: View list

You will now see a message informing you that calls were generated successfully.

Click OK.

Your list of calls has been created and sent to your diary.

To see them click either Today (to see calls scheduled for today) or Planned (to see calls you have scheduled for the future).

How to discover which of your customers you haven't spoke n to in the last 2 months - Desktop 6-01

Apple

Download a PDF version

Step 1: Tap MyCalls

From the navigation bar at the bottom of the screen, tap MyCalls.

How to discover which of your customers you haven't spoken to in the last 2 months - Apple 1-01

Step 2: Tap Generate Calls
Next, tap Generate Calls.

How to discover which of your customers you haven't spoken to in the last 2 months - Apple 2-01

Step 3: Generate Calls options

Start Date = Select what day and time you would like to start making these calls.

Account Type = Select Customers or Prospects.

Filter by = Filtering your results to ‘basic’ will let you pull from your entire customer base, but you can also filter your calls to only customers in a campaign or location of your choosing.

No. of Calls = Select the amount of calls you want to make.

Days to ignore = refers to the number of days* since your last point of contact with an account. e.g. Selecting 63 days (9 weeks) will ignore anyone who has been contacted in the last 63 days.

*Please note: Days to ignore can only be changed in increments of a week on mobile

Generation Interval = How often do you want to make these calls.

Finally, tap the Generate button.

How to discover which of your customers you haven't spoken to in the last 2 months - Apple 3-01

Step 4: Preview and Edit

You will now see a preview of your results.

They are in order of the accounts who have had the biggest decrease in spend (year on year).

You can untick any which you don't want to contact.

Once you are happy with your selection, click the Submit button in the top right hand corner.

How to discover which of your customers you haven't spoken to in the last 2 months - Apple 4-01 copy

Step 5: Generate

You will now see a message informing you that calls were successfully created.

Tap Ok.

How to discover which of your customers you haven't spoken to in the last 2 months - Apple 5-01

Step 6: View list

Your list of calls has been created and sent to your diary.

To see them tap either Today (to see calls scheduled for today) or Planned (to see calls you have scheduled for the future).

How to discover which of your customers you haven't spoken to in the last 2 months - Apple 6-01

Android

Download a PDF version

Step 1: Tap MyCalls

From the navigation bar at the bottom of the screen, tap MyCalls.

How to discover which of your customers you have spoken to in the last 3 months 1-01

Step 2: Tap Generate Calls

Next, tap Generate Calls.

How to discover which of your customers you have spoken to in the last 3 months 2-01

Step 3: Generate Calls options

Account Type = Select Customers or Prospects.

No. of Calls = Select the amount of calls you want to make.

Start Date = Select what day and time you would like to start making these calls.

Generation Interval = How often do you want to make these calls.

Days to ignore = refers to the number of days* since your last point of contact with an account. e.g. Selecting 63 days (9 weeks) will ignore anyone who has been contacted in the last 63 days.

*Please note: Days to ignore can only be changed in increments of a week on mobile.

Filter by = Filtering your results to ‘basic’ will let you pull from your entire customer base, but you can also filter your calls to only customers in a campaign or location of your choosing.

Finally, tap the Generate button.

How to discover which of your customers you have spoken to in the last 3 months 3-01

Step 4: Preview and Edit

You will now see a preview of your results.

They are in order of the accounts who have had the biggest decrease in spend (year on year).

You can untick any which you don't want to contact.

Once you are happy with your selection, click the Save icon button in the top right hand corner.

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Step 5: Tap OK

You will now see a message informing you that calls were generated successfully.

Tap Ok.

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Step 6: View list

Your list of calls has been created and sent to your diary.

To see them tap the three dots icon in the top right hand corner and then click Calls for Today (to see calls scheduled for today) or Calls Planned (to see calls you have scheduled for the future).

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Need additional help?

Drop us an email regarding your query to support@sales-i.com and we’ll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.