Dispatch screen is used by the Dispatcher to Dispatch leads that are been confirmed by the Confirmator. The Dispatcher is able to listen to recordings, change lead details, call clients, send salesmen to the appointment and update appointment results. The Dispatcher is able to check the address in Bing and Google maps, check Zillow estimate and check 411 reverse phone and address. The Dispatcher can send an email and text message to the client and/or the salesman. He can check the history of the lead.
What you see in the Dispatch screen:
Dates list that contains all appointments by dates and appointment stage.
Appointments list.
Calls log.
Listen to Recordings player.
Lead Information.
Initial Phone call Notes / Appointment Information / Salesman List tabs.
Selected tab (6) details.
Appointments list.
Refresh appointments.
Print Lead card.
Send email to client/salesman.
Send SMS to client/salesman.
This button opens a browser window with the clients address in Bing maps.
This button opens a browser window with the clients address in Google maps.
This button opens a browser window with the clients address in Zillow maps.
This button opens 411 reverse phone for the selected client.
This button opens 411 reverse address for the selected client address.
H opens the lead history.
Dispatch Leads is used for new appointments.
Followup: Send same salesman is used for follow up appointments.
Get Appointments Results is used to update appointment results.
Check Dup. checks the selected lead in the database for duplicate leads and shows duplicates found.
How to use the Dispatch screen:
Update the Dispatch list.
Click on Refresh appointments (9) to receive the new leads that passed the Confirmation stage.
Print the lead information.
Click on Print Lead card (10) to print the lead card with the lead information.
Check lead history to see the events occurred to this specific lead.
Click on H to view lead history. Read more in Lead History Screen.
Dispatch appointment.
Select the required date from Dates list.
Select the required appointment from Appointments list.
c. Click on Dispatch Leads / Followup: Send same salesman to open the dispatch appointment screen and follow
instructions in Dispatch Leads Screen.
What you see in the Dispatch Appointment screen:
Lead Information box.
Recordings player.
Calls log.
Initial notes and appointment information.
Salesman selects salesman for the current appointment.
Dispatcher notes placeholder.
$ Sale Amount contains the initial sale amount.
Open App dispositions the lead as open appointment.
Pending Sale dispositions the lead as pending sale.
SOLD dispositions the lead as sold.
Hold dispositions the lead as hold.
Cancel Sold button cancels the sale disposition.
Folloup dispositions the lead as follow up.
No sit – Reschedule it dispositions the lead to the reschedule screen.
Not Sold: Rehash dispositions the lead to the rehash/reload screen.
Not Sold: Reload dispositions the lead to the rehash/reload screen.
Hopeless, Toss It dispositions the lead as Tossed lead.
This button sends the email with the lead information to the salesman.
Note. The salesman has to be selected.
This button sends SMS with the lead information to the salesman.
Note. The salesman has to be selected.
This button opens a browser window with the clients address in Google maps.
This button opens a browser window with the clients address in Zillow maps.
Save saves the changes.
Cancel cancels the changes.
How to use the Dispatch Appointment screen:
Dispatch Appointment.
Click on Open App.
Click on Salesman to select a salesman.
Put a note in Dispatcher notes placeholder.
Click on Save to save the disposition.
Update the appointment results.
Select the required date from Dates list (Dispatch Screen).
Select the required appointment from Appointments list (Dispatch Screen).
Click on Get Appointments Results (Dispatch Screen) to open the dispatch appointment screen and follow
instructions below:
To put the sale on hold click on Hold.
To disposition as follow up click on Followup.
To send to reschedule click on No sit – Reschedule it.
To send to rehash click on Not Sold – Rehash.
To send to reload click on Not Sold – Reload.
To toss the lead click on Hopeless. Toss it.
To disposition as pending sale click on Pending Sale.
To send to production click on SOLD.
Click Save to save the disposition.
Note: To disposition as SOLD you are required to enter the sale amount.
Note: Pending Sale, Hold, Followup, Not Sold: Rehash and Not Sold – Reload dispositions count as sit in the reports.
button at the top taskbar.
