Once you’ve placed a call to your lead and finished the conversation, you can dispose your call with the outcome of the call (Call disposition). Based on whether you have integrated CRM with salesken you will see the CRM Call Dispose screen or directly get rediretected to the Call Dispose section below.


A. CRM Call Dispose

For Salesken’s calls to seamlessly get logged on your favorite CRM you will need your IT admin to perform CRM integration with Salesken. 

In case you don't have CRM integrated with Salesken you won’t be seeing the below mentioned flow and will get redirected directly to the Call Dispose section(below).

If the integration is performed you should be able to see the lead selection screen which looks like this:



Crm disposition screen


You should tap on the right opportunity or lead based on the details shown to you. The details shown are as follows:

  • The first entry reflects that the opportunity was created on 30th August 2020. 

  • The name of the contact of lead is Samarth. 

  • The lead is of pipeline Dead Lead Referral.

  • The Lead is in stage WIP

  • The product being sold for the opportunity corresponding to this lead is CODING.

Once you select the right lead the next step is for you to choose the disposition type. 


You must finish the whole disposition process including selecting the right opportunity for the task to get synced with your integrated CRM. We understand that you will have SLAs linked to activities so we really want you to finish this step.


If due to some reason the opportunity doesn't show up or the opportunity selection activity gets skipped please get in touch with support with this exact message.

 

If you failed to dispose the call you can do it from the recent call section in the task list screen.


B. Call Dispose

You can also capture and dispose lead details or status changes (Lead disposition).

There are six options to choose from - 


1. No response

Choose this option if the lead did not answer your call and if the call did not terminate with a voice mail. This will present you with two options - 


1. Follow Up - Fill up the ‘Follow Up’ form to schedule another call with the same lead later.


2. Lost lead - Mark this lead as ‘lost’ if you think this contact won’t pan out. You can choose to remove the lead from your contacts.


2. Call dropped

Choose this if your call was disconnected abruptly. This will present you with four options - 


1. Follow up - Fill up the ‘Follow Up’ form to schedule another call with the same lead later.


2. Lead won - Mark this lead as ‘won’ if you’ve succeeded in converting them. Congrats on the sale!


3. Lost lead - Mark this lead as ‘lost’ if you think this contact won’t pan out.


4. DND - If the lead shows zero interest in the product, then add the lead to the Do Not Disturb list.


3. Voice mail

Choose this if you reached the lead’s voice mail. You will be presented with the follow-up screen to schedule another call with the same lead. The default scheduled time is one hour from the previous call.


3. Wrong number

Choose this if you reached the number but the number does not belong to your lead. You can remove this number from your contacts list.


4. Wrong person

Choose this if the person who answered your call isn’t the decision-maker in the sale. You can either remove this number from your contacts or update it with the correct information.


5. Call answered

Choose this if your call did connect and you could go ahead with your conversation. This will present five options - 

1. Follow up - Fill up the ‘Follow Up’ form to schedule another call with the same lead later.

2. Schedule activity - Move the lead to the next stage in the pipeline. The corresponding task can be scheduled.

3. Lead won - Mark this lead as ‘won’ if you’ve succeeded in converting them. Congrats on the sale!

4. Lost lead - Mark this lead as ‘lost’ if you think this contact won’t pan out.

5. DND - If the lead shows zero interest in the product, then add the lead to the Do Not Disturb list.