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Calling workflows

Combine saved searches (aka Smart Views) and keyboard shortcuts to call leads as fast as possible. Here are a couple of examples to get you started:

Calling leads for the first time

Step 1: Creating a Smart View

Separate out the type of leads you want to call by using a search query:
custom.type:"bank" "custom.assigned to":"Anthony"

Now that we have the general group of leads we want to call, modify the query with calls = 0
custom.type:"bank" "custom.assigned to":"Anthony" and calls = 0

Adding in calls = 0 will limit the search results to uncalled leads. Now every time a lead on the list is called, it will be removed from the search results (since the called lead no longer matches the search term calls = 0).

Save your search query masterpiece by clicking the star button. This will create a Smart View. Now you'll be able to access this search in just one click.

Step 2: Use shortcuts to call through your Smart View

Use keyboard shortcuts to start a call, end a call, and navigate back to the search results (that way you can call the next lead on the list):

  1. Call the first lead
    • Mac ⌘⇧D (Cmd Shift D) 
    • Windows ⌃⇧D (Ctrl Shift D)
  2. ​End the call
    • Mac ⌘. (Cmd Period)
    • Windows ⌃. (Ctrl Period)
  3. Return to the search results
    • Mac ⌘ [ (Cmd Left Bracket)
    • Windows ⌃[ (Ctrl Left Bracket)
  4. Rinse and repeat! Start the next call 
    • Mac ⌘⇧D (Cmd Shift D)
    • Windows ⌃⇧D (Ctrl Shift D)

Check out all of the keyboard shortcuts by pressing ? anytime in the app. You can also see a list of shortcuts here.

Remember– since the search automatically updates after each call, you won't be calling leads twice.

Calling leads you haven't had a meaningful conversation with

Step 1: Define your terms and translate them into a search query

Let's assume "meaningful conversions" take at least 5 minutes:
not duration > "5 minutes"

We also want to filter out existing customers and leads we've already marked as a bad fit:
not lead_status:customer and not lead_status:"bad fit"

Now put it all together:
not duration > "5 minutes" not lead_status:customer and not lead_status:"bad fit"

That's a good start, but we also don't want to talk leads we've already called on this campaign. Let's add in a search term to prevent calling any leads we've talked to within the last 7 days:
not duration >= "5 minutes" and not lead_status:customer and not lead_status:"bad fit" and not called <= "7 days ago"

Now we have a search that will only pull in leads we haven't had a meaningful conversation and that we haven't already called during our campaign. We'll definitely be using this search again, so click the star button to save it as a Smart View.

Step 2: Use shortcuts to call through your Smart View

You'll be using the same shortcuts posted for the first example:

  1. Call the first lead
    • Mac ⌘⇧D (Command Shift D) 
    • Windows ⌃⇧D (Ctrl Shift D)
  2. ​End the call
    • Mac ⌘. (Command Period)
    • Windows ⌃. (Ctrl Period)
  3. Return to the search results
    • Mac ⌘ [ (Command Left Bracket)
    • Windows ⌃[ (Control Left Bracket) 
  4. Rinse and repeat! Start the next call 
    • Mac ⌘⇧D (Command Shift D)
    • Windows ⌃⇧D (Ctrl Shift D)