How to Use the Client Chaser Options – Using Cold Call Actions

Info

Client Chaser must be set up first. Click here for instruction.

Open a Client

1: Click the Search button – the Search window will open.

1: If required, enter some search criteria or press enter for ALL.

2: Double click on the required client to open.

1: Click the Action Library tab – the Action library will open.

2: Select the Cold Call Action.

3: Select which user this should be scheduled To, from the drop down list.

4: Select when this should run.

5: Click Schedule – the action will be scheduled to the To Do list.

1: Click the To Do button on the side menu – the To Do List will open.

2: Select a date range and the action CC – Cold Call – the action or actions will be displayed.

3: Click on the action you wish to run.

4: Double click on the Ref – The action will run and the results window will open.

1: Select a Result from the drop down list.

2: If required, enter Notes.

3: If required select a Reschedule On date.

4: If required choose who to Reschedule To.

5: Click NEXT – If there are more cold calls to make, they will appear in turn and change each time NEXT is clicked.