Making Calls using the Cold Call App in Readymode

Modified on Mon, Dec 22 at 11:57 AM

Want to call Leads one at a time? Learn how to use the Cold Call App below. 



Making Calls using the Cold Call App


Readymode's Cold Call feature enables you to call Leads in the General Leads Queue one at a time. This is ideal for handling high value Leads, or any situation where you want to review the Lead's profile more carefully before connecting with them.


Note: This feature needs to be enabled by a System Administrator before it can be used. Please check with your manager about having this enabled for your account if you don't see the Get Next Leads button.


Screenshot of the Get Next Leads button in the Readymode Cold Call App.


The following guide will walk you through the process of making calls using the Cold Call App:



Switch to Inbound Only Mode


To ensure the Dialer will not activate, switch your Availability Mode to "Inbound only".


Screenshot of switching Availability Mode to Inbound only in Readymode



Get Next Lead


To pull up a Lead to call, click the Get Next Leads button at the top of the screen.


Screenshot of the Get next leads from All Leads button in Readymode


The Lead information will be displayed in the CRM Fields for you to review.


Screenshot of a Lead profile showing Contact Information and Lead Details in Readymode



Call the Lead


To call the Lead, click on one of their Phone Numbers.


Screenshot of a Lead’s phone number and alternate phone number in Readymode


Note: If you decide not to call this Lead, you can close it using the X button. However, if you close it, that lead will be locked out for a set period.



Handle the Call


As you speak with the Lead, review any Scripts that appear for guidance.


Screenshot of selecting a call result and follow-up settings while viewing a Lead profile in Readymode


Switch to the Contact History tab if you have any Call Notes to record.


Screenshot of the Contact History tab used to enter call notes in Readymode


Disposition the Call


As you begin to wrap up your call, select a Call Result that best describes your experience speaking with the Lead. 


Screenshot of selecting a call result and confirming follow-up settings in Readymode


Click on one of the Call Result buttons (1). You'll see Follow-up Settings (2) for that result appear below, which you can adjust as needed.


Once your call is complete, click Submit call log (3) to disposition the Lead. 


Screenshot of the call disposition panel with follow-up settings in Readymode

Quick Tip: The Call Result will be recorded on the Contact History tab, along with any Call Notes.



End the Call


Once you select a Call Results button, it may be configured to end the call automatically. If not, you will need to end it manually - just open the Dial Pad and click the End Call button.


Once the Lead Profile is closed and the call is ended, you can click the Get Next Lead button to make another call.



Screenshot of the Readymode dashboard with no active call in progress



Stop Making Calls


To stop taking calls, switch your Availability Mode to "Break" or one of the other options, as directed by your manager.


Screenshot of the Availability Mode dropdown showing Break selected in Readymode


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