Sales

Every name the team has to call, what happened, and what comes next.

1

To call

1

Follow-ups due

2

Called

2

Reached

1

Warm

0

Converted

0

WhatsApp to send

2

Emailers to send

Today's queue2 Follow-ups2 WhatsApp to send0 Emailers to send2 Everyone3 Closed0

Ms. Leena Costa
Call backSample
Sample Tech Pvt Ltd · Verna · +91 90000 20002
Company / HRDirectory or bought list · Verna companiesSales One
1 call · last 17 OctToday · 19 OctWhatsApp: Not neededEmailer: To send
Call
Dr. Rajesh Prabhu
To callSample
Prabhu Clinic · Margao · +91 90000 20001
DoctorDirectory or bought list · Margao doctorsSales One
Not called yetWhatsApp: Not neededEmailer: Not needed
Call

Lead sources

Which sources turn into warm conversations.

Personal network1/1 warm
Directory or bought list0/2 warm

Where to find names

Directory or bought list: IMA, CA, business directories, college lists
Client referral: Introduced by an existing client
Partner referral: CA, lawyer, insurance or bank contact
Event or workshop: Seminars, expos, workshops, society talks
Website enquiry: Forms, calculators, check-ups
Social media: Instagram, Facebook, LinkedIn, YouTube
WhatsApp enquiry: Messages to the business number
Walk-in: Visited the office
Cold visit: Clinics, offices and shops visited
Personal network: Friends, family, alumni, societies

How it works

Add names: one, a pasted list or an Excel file. They land in today's queue.
Call, then Log call: outcome, what they said, next date.
Send the WhatsApp follow-up written for their profession. Companies, colleges, schools and HNIs also get an emailer.
Interested? Convert to lead and they move to Leads.

Call list · Financial Wisdom