Call Feature Overhaul [Improve Core Functionality]
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hunter@bohld.io
Call Features Overhaul [Improve Core Functionality]
Please upvote if you'd like to see any of these features implemented.
TLDR:
Ability to create "Call Queue's" just like campaigns.
Call queues useful for appointment reminders, symptoms, and other variable based conditions.
Useful for businesses/clients that have more than 1 service type
Actions for Call Queue's
Add/remove from call queue based on existing triggers.
Example: New lead who purchases/schedules doesn't receive powerdialer initial call
Assign phone numbers to Call Queue's & Campaigns
Different queues might require different phone numbers (and forwarding)
Voicedrop at end of call
Allow user utilizing Powerdialer to select from calldrop files and leave a voicemail automatically while moving on to the next call.
Delay or reschedule in powerdialer
Example: Lead is on vacation -> schedule followup call for 7 days from now.
Metrics
Could be added to dashboard
Number of calls made
% Answered
% Won (with ability to define "won")
HighLevel currently posses great functionality for placing calls directly through the platform that could be greatly improved with some new features and tweaks.
With the recent launch of the powerdialer, this has opened up a whole new world of efficiency for call-fulfillment teams and clients that makes calls themselves.
Ultimately, the most important feature that should be added is "Call Queues." Call Queues would function similar to campaigns. At the Manual Call action you can define which Call Queue the lead is to be assigned to instead of assigned it to the user at the campaign level.
The benefit to Call Queues is that you can have assorted queue for various scenarios such as appointment reminder calls, new leads with x symptom, new leads with y symptom, and so forth.
Call Queues would require a permission that the admin can set to allow users access to them. This would allow ALL USERS who have permission to access/view to utilize the Powerdialer providing higher visibility across the account.
Call Queues would require Actions in the trigger section. Being able to add or remove a lead/contact from call queues based on the existing triggers would be great. Ensures new leads who have already scheduled/purchased/etc do not receive an unintended phone call.
Just like with Campaigns, the Call Queues section could easily display the number of leads/contacts currently in queue, the number completed, and the percentage answer rate.
The ability to assign a phone number to a Call Queue & Campaign would be highly beneficial. Clients or businesses with multiple services or that require additional phone numbers based on variables would benefit from this update.
During use of the Powerdialer the ability to leave a voicedrop from a list of voicedrops on the account/stored at the user level that could automatically be left and then the call-rep could move on to the next lead.
Lastly, the ability for a call-rep to schedule a call in the call-queue for a later date is vital. Example: Lead is on vacation and needs a call back in 7 days. While tasks are great, automatically adding the user back to the queue would prevent leads from falling through the cracks.
Hopefully what I've written here on this idea is enough to provide a clear picture of what I believe to be a massive and great update for HighLevel. Please upvote if you'd like to see any of these features implemented.
HIGHLVL-I-547
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Andrei Vodā
Although Highlevel has a great phone call service, there are other platforms that have been able to surpass in terms of options available for phone calls. Phone calls are an essential feature and focusing in adding new features and improving the current ones will vastly differentiate the platform.
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Shivam HighLevel
This is already in pipeline. You can expect drastic improvements in calling experience in next few weeks to come.
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test test
Shivam HighLevel: Can Call reporting have filters for 'Call Source' and 'Answered' so we can listen to all voicemails/conversations faster for training/compliance.
Can the Call reporting also not show answered for voicemails. It's hard to track KPI's for answered calls compared to dialed calls when it includes voicemails. So we really don't know the talk percentages anyone is having.
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alex@cryohelper.com
This is all very important, however to me the calling feature is useless if you are using it for appointment reminders because the client will receive a call saying "you have a new lead" with no context. How is the client's staff supposed to know what appointment is coming, if any appointment at all? This is unusable for an appointment reminder.The call feature needs to be able to be edited so you can set it as a reminder call. The reminder call will say the lead's name and appointment time and date before connecting the client to the lead so that they know what to say when the lead actually answers.
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Ian Almasi
I would like to choose whether there is a "call will be recorded" message on the inbound and outbound calls.
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hunter@bohld.io
If you guys like the ideas listed here (even just one of them) please cast your vote on this idea!
The development team really do look at the ideas board and prioritize based on votes! Let’s take HighLevel to the next level!
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Luke Darling
Solid feedback