Efficiency is vital when handling client calls, and the Call Tracker Module simplifies the process of converting prospective calls into active or applicant cases in the system. This functionality is helpful if you receive a call from a potential client who still needs to be put in the system.
Here's how to utilize this feature:
- Identify Non-Existing Clients: When you receive a call and log it in the Call Tracker Module, check if the caller is a new client (i.e., not existing in the system) when filling up the call tracker form.
- One-Click Action: If the caller is new, you'll see an option to create a case immediately. Look for the action button indicated by three dots ("...") on the call log case grid.
- Select Case Type: Upon clicking the action button, you must choose whether to create the caller as an active or applicant case.
- Complete the Intake Form: When you select the desired option, an intake form will appear. Fill in the necessary details during the call.
- Case Creation: Completing the intake form will now make the caller an active or an applicant case in the system.
Benefits:
- Time Efficiency: This process eliminates the need to navigate away from the call tracker module to create a new case in the system.
- Simplicity: It reduces the process to a single click, making managing calls and case creation easier.
- Efficiency: You can complete the intake form while on call with the prospect.
By integrating case creation into the call logging workflow, the Call Tracker Module ensures a seamless transition from call to case, saving time and reducing the chances of the new caller missing vital information.