What's the best way to schedule calls on multiple contacts?

Q: Is there a way to click multiple clients and schedule a "call" every 60 days?

A: What I recommend is viewing your contacts by a "Call List" Tag and sort by "Last Call Date" (Ascending Order) and you can see your entire call list. As you make your calls and update the "Last Call Date" it will move them to the bottom of the list. The advantage of this is you can roll through 8-10 of these a day (or more) and call the number of people you want to touch for that day. Try again from the top the next day so they don't get skipped.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.