Print detailed Reminder Call List
Can we print off call sheets (reminder calls from the dashboard) which will have the following:-
1. Contact details of owner, but not email.
2. Address of property they own/ or property they may be selling.
3. If they own an investment property the address of that property aswell.
4. Last entered note on stream.
5. Type of property eg, house, semi, unit.
I have two agents that are not computer friendly and rather old school techniques. A call sheet of tasks is perfect and what i want.
An email added wouldn't hurt and could be useful if they can't touch base on the phone.
Also, if tags, mailing lists and any (hot, warm, cold) are selected, it would also be good to show.
Can anyone advise if this idea was taken any further?
Agreed, my sales team would, for example, pick up past appraisals from a previous sales person and call the entire list. Having to filter a list and click into each property then contact becomes cumbersome and slow. Many can smash through it when its printed also. Perhaps an expandable list with relevant information when a filter is applied? And the ability to print a list of filtered contacts in a similar format to the Agenda function in reminders.
I to speed up the follow up process, that is when I 'm calling my potential seller clients I find that it is much, much quicker for me to work of a printed client list.
Current client list shows the following.
1. Date due
2. Contact name
3. Primary telephone number
4. 3-4 lines to write notes.
This is obviously not enough information for me to determine to whom I am actually speaking and as the telephone is ringing I use that time to look up the contact on my screen. It may seem a trivial matter but when you do that 100 times it does become cumbersome and labour intensive.
The reason why I work from a print list and not work from a screen is that It is much quicker to move on to next contact when the contact does not pick up the phone, in my market at best the strike rate of calls to actual connects is only around 30%, when I finish my calls then my assistant updates the software and inserts my next follow up date and any notes that I may make this saves me a lot of time and enables me to get through more calls. Entering data in my view is a $20 per hour activity and I value my time and in fact I have costed my time at $250 per hour.
So for me to work efficiently, would it be possible to create a report that also has my last contact date, my last comments, address and type of property that the client owns. Working of a printed report rather then toggling through fields on the computer screen doubles my efficiency.