Call Sessions

This article explains the process to conduct a Call Session within Reapit Lettings BDM.

The Call Sessions feature allows BDMs to track and follow up leads, without having to add notes manually to every lead.

Conducting a Call Session

1. Navigate to  Lettings BDM > Dashboard > Contact Sessions.

From here, there is a button to a Launch Default Session, which will open a call session containing all leads that require follow up that day. 

2. Alternatively, Call Sessions can be made from the Leads grid. 

To begin, tick the box to include the leads you would like to contact or select all leads by clicking the ‘Select All’ tick box in the grid header.

3. Click Start Contact Session (100 Max).

4. When a call session has been launched, the first calls’ lead page will be open, along with the Results interface to the right.

Progress through the Lead queue can be seen at the top of the screen.

Familiarise yourself with the Lead details by reviewing the information on the Contact Session page. If more information or detail is needed, you can click on View Full Lead to be taken to the Lead Summary Screen.

5. Log the interaction into the Results interface, by selecting Call, Email or SMS, then record notes.

6. Make updates to the lead by scheduling a Follow Up Date or changing the Lead Temperature based upon the outcome of the Call Session. To update the lead status, click on Change Status to open the Update Lead Status drawer.

7. Click Save & Next to progress to the next lead.

8. To navigate the Call Session,

• To leave the Contact Session, click on End then Close.
• To return to the previous lead, click on Previous
• To go to the next lead without making changes to the current, click on Skip.

9. Once all leads in the contact session have been followed up, click Save & End.

10. A Contact Session summary screen will display with the Leads contacted, method, result, and any notes or follow-up dates entered.

Click on Close.