ONLY AVAILABLE IN SUPPORTED PLANS (Professional plan or higher)
You can now make phone calls in BatchLeads with a single click!
NOTE : With Click to Dial, you should be making no more than 50-60 calls a day
Under "My Profile," you can find "Call Settings," where you can setup the default phone number you can use to call.
Note: You can use your existing SMS phone numbers or select and purchase a custom number.
By going to "My Lists" in your menu and open a property's details by clicking on the address (shown in image below).
Once you're viewing a property's information, go to the "Property Details" tab. If you haven't already obtained the prospects phone numbers, (Skip tracing is now only necessary in Legacy Plans. If you are in a NEW plan such a "Growth, "Professional" or "Scale", click HERE to learn how to get INCLUDED phone numbers and email address on your saved properties.) here to get the most accurate contact information available first.
Once you're ready to make a call, click the phone number you'd like to dial. You'll see a pop up asking you to first, customize phone number. Click "Go To Settings" if you haven't finished setting up a default number yet, or "Skip" and check the "Do not show this again" box if you have already. This will prevent the pop-up message from appearing again.
Click "Call Now" when you're ready to dial.
As soon as you place the call, you'll hear ringing and see the pop up on the right showing you the call in real time. You can click on the 9 boxes icon to open the dial pad, the pause button to put the call on hold or the sound icon with the line through it to mute yourself!
To learn how to organize the phone numbers you contact, continue reading.
TIPS:
After you finish up your call with the contact, you can click the pencil or edit icon next to the skip trace button to organize the numbers you contacted.
After clicking the Edit button go to the phone number you already called and place a status next to it.
Unknown (maybe they didn't answer and they had no voicemail set up
DNC (maybe they told you to take them off your list)
Wrong Number (The contact told you that you have the wrong person)
Verified (You connected with the correct person you were looking for)
You can also scroll to the bottom of the "property details" tab and make any important notes as well as change the status in the top right hand corner to stay organized at a glance!
