People are busy and so is your sales team. Automating small processes can save big time for both parties. When your team reaches out and doesn’t get a response, just create a quick task to call them again later at a different time that may be more convenient for them. This is a great way to follow up on a completed task.
This automation adds a task for a second call attempt when a call type task is completed with an outcome of “No Response.” Feel free to add more actions to align this even further with your unique sales process.
Here’s how If No Response from Call, Schedule Next Call works:
1. The automation is triggered when a call type task is completed with an outcome of “no response.”
2. The contact moves to an add task action, where another call task is assigned to the deal owner.
3. The contact exits the automation.
