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.

sweep-settins

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.

call-sweeper

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