Build Release 4.4.0

Modified on Wed, 09 Aug 2023 at 03:16 PM

Features added:

  1. Restriction in all Event Creation after unsuccessful calls.
  2. Canceling an event.
  3. Merging events canceled and failed status.
  4. Change on Followup Logic - FU Done for Outgoing, Incoming calls & CP leads. 
  5. Restriction on scheduling multiple followups on the same lead.
  6. Change on Ignored leads logic.
  7. Followup creation and last rescheduled time.
  8. Sharing Project details from different mediums.
  9. Sending Virtual Meeting Invite to a lead. 


1. Restriction in event creation after unsuccessful calls - 

Previously, Sales app users or agents could create events for any day in the future. This logic has been changed with the current release. For which day/date events can be created is now dependent on the last call with the lead/customer.

Case 1: After a successful call with the lead: 

If the agent has already spoken to the lead, i.e. the last conversation done with the customer was a successful call, the agent can schedule events on the lead for any day in the future.




Case 2: After an unsuccessful call with the lead: 

If the last call done with the lead was an unsuccessful call, the agent can only schedule events for T+2 days.

For example - if the current date is 16th June 2020, Tuesday; the agent can only schedule events for 16th Tuesday, 17th Wednesday, or 18th Thursday.




Case 3: No calls made to the lead: 

If no calls have been ever made to the lead, the agent can only schedule events for T+2 days.

For example - if the current date is 16th June 2020, Tuesday; the agent can only schedule events for 16th Tuesday, 17th Wednesday, or 18th Thursday.




Case 4: Special Case - rescheduling events

If the last call done to the customer was unsuccessful, an already scheduled event cannot be rescheduled till the last date.

For example, if an event for scheduled for July 16, 2020. On an unsuccessful call, the event can only be rescheduled between the current date to the scheduled date i.e. July, 16. 



2. Canceling an event - 

Previously, while canceling an event, it was mandatory a reason and the provided field for the note was not mandatory.

With the current release, it is now mandatory for app users to provide a note and select anyone of the reasons while canceling an event.


        


                  

    3. Merging events canceled and failed status - 

Previously, events were marked canceled as well as failed. This was leading to confusion on the event status. With the new release, while failing a lead, the agent will be informed that failing a lead will cancel all its upcoming events. Hence, the status of the events will be visible as "Cancelled" and not failed, if the agent goes ahead and fails the lead.




       4. Change on Followup Logic - FU Done for Outgoing, Incoming calls & CP leads - 

i. FU Done for Outgoing Calls - 

Previously, on calling a lead before the followup scheduled time the event didn't turn out to be grey out or marked as done. 

Now, when an agent will call a lead before the time of scheduled followup, irrespective of the successful (call duration is more than 5 sec) or unsuccessful (call duration is less than 5 sec) made on the lead, followup will be marked done.     

Also, calling a lead on time and after the scheduled followup time will mark the followup done.

Let us suppose - 

1. The scheduled time of the followup is at 2 PM & the agent called before the 2 PM.

2. The agent called on time - at 2 PM.

3. The agent called after the time  - anytime today after 2 PM.

Note - In all the 3 cases mentioned above the followup will be done.

 

In case, an agent calls the lead before the time. After Call Modal will come and the agent can prepone the followup and mark it done or keep the followup event active. 

From the After Call Modal below, On selection of - 

Yes, mark follow up done - It'll prepone the followup and mark it done.

No, keep follow up active - It'll be treated as a normal call.


   

    ii. FU Missed - 

    If the date of the followup event is changed, it'll come in Missed & the agent can't Reschedule or Cancel 

    the backdated followup event. 

    For example - 

    A followup was scheduled on June, 23 and the agent couldn't call on that lead on the same day, Now, 

    on June 24, that followup event will come as a followup missed.   

   

    iii. Followup Done on Incoming Calls - 

    Everything will be treated the same for incoming calls like as Outgoing, except one thing 

    i.e. duration of the call - 

    When a lead calls back the agent and the Call duration is more than 5 seconds - followup will 

    be done. 

    Note - If the duration is less than 5 seconds, followup will not be done.

   

    iv. Followup Done on CP Leads - 

    Previously, calling on a CP number didn't use to mark the followup done. Now - 

    When an agent calls on a CP number (if it doesn't have leads number) - followup will be done. 

    When an agent calls a CP and it has a lead number - On calling the leads number followup will be done. 

   


    5. Restriction on scheduling multiple followups on the same lead - 

    

    Previously, the agent used to create multiple followups on a single lead. Now, the agent can 

    only schedule only 1 followup on a lead at once (if there is already a future followup scheduled).

    Example - If there is an event at 3 PM today. And the agent tries to schedule another followup on the 

    same lead at 4 PM. A message will show the planned followup details. 

    Note - If a followup has missed, now the agent can schedule another followup on the same lead.

    

 

  

    6. Change on Ignored leads logic - 


    Leads will not come in Ignored If -

    i. Events marked done is past 24hrs or 24hours from the END time of the previous event. 

    First Case – There was an event on June, 23rd at 06 - 06:05 PM. And it was marked done at 7 PM, 

    now the lead will come in ignored on June, 24th at 07:00:01 PM. 

    Second Case - There was an event on June, 23 at 06 - 06:05 PM, and the event wasn't completed. 

    Now, the lead will come in Ignored ate 06:05:01 OM on June 24. 

    ii. The status of a lead is changed in the past 24 hours. 

    iii. If there is any future event planned on a lead.




    Note – If an agent updates the category of a lead like hot, warm, cold. Or added new details, added 

     – these won't be considered to remove a lead from the Ignored.

    Note - The agent should be the owner of the lead, not the viewer. 

 


    7. Followup creation & last rescheduled time - 


    The agent will see the event originally created and the last updated time of the followup event.


 

    8. Sharing Project details from different mediums - 


    Earlier, there was only 1 option to share the project details from Outlook.

    Now, the agent can share the project details with a lead from a different-2 medium.



 

9. Sending Virtual Meeting Invite to a lead. 


On scheduling a face to face and site visit event, a virtual meeting invitation will be sent on the lead's email Id. The lead can be virtually connected to the agent incase, if they find difficult to appear for F2F\SiteVisit. 


Let us suppose - If an agent has lead's email-Id and scheduling a Face to Face or Site Visit, the lead will receive the Calendar Invite and also will get the mail of the scheduled event in the inbox. 

Note - The virtual meeting Invitation will be sent incase of Face 2 Face or Site Visit events, not for followup events. 

Example - The lead - T Rathi with the registered email address i.e. trathi997@gmail.com received a Face to Face meeting Invitation. 


Inbox  -

Calendar - 



       https://www.youtube.com/watch?v=xaMlzw4ayuA     

       https://www.youtube.com/watch?v=eF6Pr-Lgb-Y 

              

 

 


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