
Tagging Calls
You will learn in this video how to tag calls and create different tags for the particular call. There are accounts that we may ask you to listen to calls and it’s very important that you categorize these calls correctly. Certain customers we provide the tagged calls in their monthly marketing report, so the customer is able to see how many leads they received from the marketing. Making sure we take credit for the calls that are leads are important as customers may determine the success or failure of their marketing. If we don’t include calls that we should have, the customer may cancel the marketing because they aren’t seeing the return on investment based on the lead calls we are sending to them. If the call is a “maybe” I categorize as a lead and let the customer determine if it resulted in business. Also, if the customer can’t provide the service, I also consider it a lead. For instance, if a person calls and wants “emergency dentistry assistance” and the dental office doesn’t schedule them, this is still a lead, and not something we can control if the call in works for each other’s schedule. Another example of a lead is if a person calls in for daycare service and the daycare can’t provide any additional infant care, it’s a lead and is an availablity concern that we can’t control.