REPS 101 - Online FAQ

Entering Each Step of a Call

Posted by Taylor Reporting Solutions, LLC on September 23, 2015 at 11:45 AM Comments comments (0)

When a lead calls, how that unfolds should be divided into individual steps and each step should be entered as a separate activity:


Step 1. The lead calls and you chat

a. Click on Add an Activity

b. Record the call on the right in the Complete an Activity area and enter your notes about the content of the call below.


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Should We Track Resident Activities?

Posted by Taylor Reporting Solutions, LLC on January 7, 2015 at 1:00 PM Comments comments (0)

I got a great question this morning from a client. Her sales team wants to add resident-related activities to REPS but she wasn't sure how to do this without affecting sales-focused conversion rates. Here's my advice:


From my perspective, it is appropriate for the team to add calls and meetings with residents. I feel this way for a few reasons.

  1. As a counselor, I would want “credit” for all the stuff I have to do during the day and that stuff takes up ...
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Active Leads with Nothing Scheduled

Posted by Taylor Reporting Solutions, LLC on December 24, 2014 at 10:50 AM Comments comments (0)

Want a list of all your active leads who don't have a follow-up activity scheduled? It's easy. Here's how:


 

Reports -> Marketing -> Contact Listing

 

In Selection Criteria:

1. In Sales Counselor, choose yourself

2. In Status Codes, select the codes you use for active leads

3. In the Next Cont Date field (quite close to the bottom), add one exclamation point in the From column, which gives you everyone who has a BLANK next...

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