Best way to manage 'No Answers'

Zain_41906
Zain_41906 Member Posts: 1
edited June 2022 in Workflow Automation #1

Hi, what is the best way to manage 'no answer' calls. 

For example, when it takes 2 or 3 calls to actually speak to someone. 

Should there be a stage for each of the calls? 

Stage 1 Call #1 
If answer, move to Stage 4
If no answer, move to Stage 2 

Stage 2 Call #2
If answer, move to Stage 4
If no answer, move to Stage 3 

Stage 3 Call #3
If answer, move to Stage 4
If no answer, move to Stage 3 

Stage 4 
Sale / No Sale 


On each stage, if they don't answer, I'd like to send them an email or sms 'hey I tried calling' 

So, should 'no answers' be moved stage to stage. Or is there a way to keep them in one stage in a 'holding pattern' until first contact? 

Any feedback would be appreciated. 

Thanks 

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,541
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited June 2021 #2

    Set up activities using automation. The activity subject could indicate the # attempt.

     

    But yes, an outcome field on Activities will be a huge plus.