If you selected Call as part of your Communication Workflow, you will receive an email from ezyCollect with the list of customers that you need to call based on the follow-up setup. This will help you get on top of your customer list to ensure that call them on time and they do not slip through the cracks.
ezyCollect will send you a user email reminder like below:
To action these calls, you can simply click on the link View Details in the email you receive and it will take you to your Tasks page if you are already logged in. Alternatively, you can follow the steps below.
Login to your ezyCollect account.
Go to "Your Task" bar at the left hand side menu
Once you have chosen the client in your calls to be made list and ready to make the call, click on the "phone icon" beside your customers name and that should lead you to a notepad
Type in the reason for the call or the outcome of the call in the notepad and click "save".
Once you click "save" the system will direct you to a "call confirmation email template" (this feature must be enabled) which will allow you to send an email confirming the recap of whatever you have agreed and discussed over the phone
Click "send" in the email template and that email will be saved in your customers communication history
Step 1: Go to your task bar and click on the complete customer call button
Step 2: Type in the details of the call in the note pad and click save to save as a call note
Step 3: Send a confirmation email that will carry details of what was discussed and agreed over the phone. This will be saved as a call confirmation email in your client's account in ezyCollect
Related Webinar: How to make more effective collection calls