CallerReady Sweepers
Overview
CallerReady sweepers are used to automate the movement and calls on leads. Two sweepers are provided to CallerReady clients – Location Sweep & Export and Lead Call Sweeper
These settings are found in: Global Options->CRM Location
Location Sweep & Export
Location Sweep & Export settings, located on the 2nd tab in CRM Location, are used to automate actions on leads in a single location.
Location Sweep & Export (continued)
Settings for Location Sweep & Export
Location | The location where the leads currently exist |
Number of Minutes Before Sweep | Set the time before the sweeper is initiated. For immediate sweep, use ‘1’ minute. |
Export on Sweep | This can be a combination of any actions (move, CALL, TALK, email) to take place at the time of export. |
Lead Call Sweeper
Lead Call Sweeper settings, located on the 4nd tab in CRM Location, are used to automate calls on leads in a single location. This is useful in automating lead-first or rep-first calling.
Lead Call Sweeper (continued)
Settings for Lead Call Sweeper
Location | The location where the leads currently exist |
Number of Minutes Before Sweep | Set the time before the sweeper is initiated. For immediate sweep, use ‘1’ minute. |
Export on Sweep | This be a combination of any actions (move, CALL, TALK, email) to take place on the export of the lead |
Maximum Calls | Set the maximum number of calls on a lead before exports. NOTE: Previous calls on a lead prior to this location are included in total calls. |
Maximum Calls Export | Designate the action on a lead when maximum calls is met |
CallerReady 877-394-3621 support@CallerReady.com