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Asignación de representantes de ventas de llamadas entrantes

Introducción

En este artículo se proporcionan instrucciones para iniciar la campaña Asignación de representantes de ventas de llamadas entrantes que puede descargar de forma gratuita desde el mercado de Infusionsoft.

Cuando un nuevo interlocutor llame, ingrese fácilmente su información y asigne el plomo a un representante de ventas rellenando un solo formulario interno.

Instrucciones paso a paso

1 - Descargue la campaña Asignación de representantes de ventas de llamadas entrantes desde el Marketplace
 - Haga clic aquí para descargar la campaña Asignación de representantes de ventas de llamadas entrantes

2 - Asignar un usuario de copia de seguridad a la tarea de seguimiento
El único paso de configuración es elegir quién es el usuario de copia de seguridad para recibir la tarea de seguimiento; Se trata de una característica de seguridad incorporada para garantizar que cada tarea se asigna a un usuario.

 - Haga doble clic en la secuencia Seguimiento de representantes de ventas.
 - Haga doble clic en la nueva tarea de seguimiento de seguimiento.
 - Seleccione un usuario del menú desplegable Asignar a (copia de seguridad).
 - En la parte superior derecha de la página, haga clic en Borrador para cambiar la tarea al estado Listo.
 - Haga clic en Volver a Secuencia en la parte superior izquierda de la página.
 - En la parte superior derecha de la página, haga clic en Borrador para marcar la secuencia como lista.
 - Haga clic en Volver a Campaña en la parte superior izquierda de la página.

3 - Publicar la CAMPAÑA
Todos los elementos de esta campaña ahora deben verse de color verde claro / en gris (al igual que el objetivo LEAD - Inbound Phone Call). Esto significa que podemos publicar la campaña de manera segura para que pueda ser utilizada.

 - Haga clic en el botón Publicar en la parte superior derecha.
 - Haga clic en el botón Publicar en la parte inferior de la lista de verificación de la campaña para publicar la campaña.

4 - Comenzar a asignar llamadas telefónicas entrantes a representantes de ventas
 - ¡Su campaña está lista para comenzar! La próxima vez que necesite asignar una línea telefónica de entrada a un representante de ventas, envíe el formulario interno "Llamada telefónica entrante" según los métodos # 2 y # 3 de este tutorial.

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