User Schedule
Create multiple time-blocked schedules for your CallAction users to distribute inbound calls, texts, or emails of leads.
Calls can be broadcasted to a group of users that are on the same schedule to compete to be first to claim. Leads can be automatically inserted into the user's CRM with one of our API integrations.
Real estate professionals using this system can set up virtual lead desk time for their agents.
Video on How to Set Up User Schedule
How to Create a User Schedule Step by Step
Go to Login
Click on Profile in the top right corner of the desktop
(Note: Top left on mobile version)Click on User Schedule
Click on the Add a Schedule button
Select the User you want to create a schedule for.
Give a clear Schedule Name e.g. "Mon-Fri 8am-12pm"
Select the days of the week the user is ON schedule
Select the start and end times
Click Save Schedule
Next, go to your lead router and set the user schedules.
Claimed leads can then be automatically assigned text drip campaigns to follow-up & nurture leads. You can also use the lead router and schedules for various workflows.
CallAction users can take a guided tour of the lead schedule tool
Try CallAction
If you are not currently using our Lead Router or CallAction drip campaigns, book a free workflow audit and we’ll evaluate your current lead routing and follow-up process, identify missed opportunities, and show you how intelligent automation can improve speed-to-lead and response rates.