Learn how to create a priority report/call list using ToutApp email engagement data to focus your time on the people or opportunities with momentum.
Step 1: Go to your Account in ToutApp.com. Once you complete the steps below you will have a ‘Priority Call List’ saved in your ToutApp to prioritize your warmest leads/ accounts, reengage leads/ accounts that have gone dark, capture the low hanging fruit, decrease the time to connect between your campaign touches.
Step 2: Complete Steps 1 - 7 Shown Below
- Click ‘View Options’
- Time frame of 30 days or last 6 months for a more strategic & longer sales cycle
- Select Views & Clicks
- Sort by # Of Events (or you can also sort by ‘Most Recent’)
- Select & Organize Columns (See Recommendations Below)
- Create a bigger list
- Final Step ‘Save’ Using the name ‘Priority Call List’
Recommendations for Columns to Display
Step 3: Start Calling & Connecting Using Your Priority Call List
ToutApp will automatically pull in your phone number, your lead/contact’s phone number from Tout or Salesforce, automatically log your call & notes to Salesforce (if you are using Salesforce as your CRM). You will also have the option to use local presence & call recording.