How To Automate Your Workflow with GoDial Automations

A guide on how to create automation workflows with automatic lead movement in your GoDial and it’s benefits.

When it comes to tele calling, following up becomes very important. The problem with calling from excel sheets is the need to prepare a follow-up sheet separately and also passing of leads becomes difficult and keeping track of them a huge problem.

The Automation tool, will automatically transfer contacts from one list to another when a disposition is set.

This is how it happens.

Let’s say a tele caller calls up a client and finds out he is interested.

Now the tele caller puts the disposition “Interested”.

Since automation is enabled with set rules, GoDial will move this contact from the tele callers list to the Managers list.

The Manager will now be able to call him and close the deal. Ensuring no time was wasted.

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