Subject: How to Setup the Outbound Call Plan

Last Modified: August 25, 2013

Applies to: Pro Gold i2 3.0

Issue: Pro Gold i2 has the ability to monitor contact/prospect calls through the Outbound Call Plan and the Tickler. When Outbound Calls are placed to a contact/prospect, the “Next C.” field updates with the date that the next call should be placed to the contact/prospect. The Call Purpose settings help to operate the Tickler function by establishing the Next C. (Call) Date.

Resolution: Setup the Outbound Call Plan:

• In the Setup Tab, select “Change Company Info”.

• Select the “Lists 1” button.

• The options for the Outbound Call plan are located in the “Call Purpose” area.

- There are 4 options already setup by default.

• 15 Minute: Immediate Follow-up Call

• 48 Hour: 2 Day Follow-up Call

• 1 Month: 30 Day Follow-up Call

• 3 Month: 90 Day Follow-up Call

- When one of these options is selected for an outbound call in “Contact Manager Professional (Work with Prospects)”, the “Next C.” date is updated. When the Nest C. date arrives, the contact will appear in the Tickler as a reminder for a follow-up call.

• The options can be changed by making changes to either the name of the “Purpose Text” or the “Days” field.

• New options can be added by using the blank line at the bottom of the list to enter a new item.

• The checkbox next to each item shows which options will be available for use. Un-checking the box will remove the item from selection in the “Contact Manager Professional (Work with Prospects)” area.

• Click “Done” to return to the menu.

References: Below is a link you can use to access Enhancement HelpNet Center resources, which includes the Knowledge Base Article (KBA) Library, Pro Gold i2 Documentation, and Training Webcasts:

http://secured.progoldi2.com

• The Enhancement HelpNet links are located on the right side of the web page.

Related articles: N/A

Keywords: Contact, Prospect, Lead, Outbound Call Plan Setup, Next Calls, Tickler, 4202