Controllers and settings
On the top left side of your screen is the main controller you will be using while working on the system.
1. Automatic answer – when the button is green after the customer received the call and answered it, he will be immediately connected to you and you will not be required to press the Answer button in order to answer him. Thus, the customer will not wait on the line until the conversation between you starts.
* Usually you would want this button to be green
Note: If you see the "Answer"/"Hand Up" toggle bar Flickering and don't understand why calls aren't come through - check the Automatic answer button
2. Automatic advancement of the customer’s card index in an external CRM System (it will be displayed only if you have an external system in addition to CallMarker).
3. Inbound and outbound calls / only outgoing calls – when the button is green, you are in a status of calls that go out and come in at the same time. If you turn it into red (by pressing it), you will be in the status of only receiving inbound calls.
* Usually you would want this button to be green
TODAY'S STATS
In order to see the data, press the button with the goblet in the top left in your user’s screen:
Data about your calls today
1. With how many customers have you actually talked today?
2. How many of those calls have ended with the Interested (closed) status?
3. How many of those calls have ended with the Not Interested (not closed) status?
4. How many of those calls have ended with the Follow Up status?
5. How many of those calls have ended with the Completed status?
Data about your meetings today
1. How many meetings have you scheduled today (Scheduled)?
2. How many of your meetings have been marked as those that actually occurred (Occurred)?
3. How many of your meetings have been marked as those that did not attend the meeting (Cancelled)?
4. How many of your meetings have been marked as those that postponed the meetings and a future meeting was scheduled for them instead of the one that was previously scheduled (Rescheduled)?
5. For how many meetings was the attendance confirmed (Confirmed)?
Important note – if you scheduled a meeting for today and you marked it as a meeting that attended or a meeting that confirmed attendance, the number will move over to the right location and will be subtracted from the number of the meetings that were coordinated, as the system displays the current status of the customers with respect to the meetings.
Data about the deals that you closed today
1. How many deals were closed (Purchased)?
2. How many deals were not closed (Not Purchased)?
3.How much money in total came in from the deals that were closed today (Income)?
Data about the duration of the connection and the percentage of the effectiveness of the system today
1. How long have you had a real call (Time Talked)?
2. How long have you been connected to the system today (Available)?
3.What is the percentage of the real calls from the duration of your connection to the system?
Representatives’ contest today (by calls that ended with the Interested status – closed)
2. FUTURE CUSTOMERS
In order to see information regarding today's customers click on this icon
Here you will be able to see the potential calls in the campaign in the next 10 minutes:
1. My Follow-up's – how many follow-ups of customers that are attributed to you should receive a call in the next 10 minutes?
2. My Not Answered – how many of the customers that are attributed to you and have not answered in the last call attempt to them should receive a call in the next 10 minutes?
3. New – how many new customers should receive a call from the system (which are not attributed to you and cannot be seen in the normal search)?
4. New Not Answered – how many new customers that are not attributed to any representative have not answered in the previous call attempt to them, and the system will call them again in the next 10 minutes (the quantity is, of course, the potential, in other words, if you see here a number of 100, it does not mean that 100 people will receive the call in the next 10 minutes)
3. HOW MANY POTENTIONAL FUTURE CUSTOMERS?
In order to see this information click on this icon
Here you will see in general how much call potential each and every campaign will have in the next 10 minutes (whether the customers are attributed to you or not).
