Vaulty can call a list of leads for you, on the same add-on and price as Vaulty answering calls.
Write a call script
Account admins: Settings, Call scripts. A script has what Vaulty says once it's them, what the call is for, the questions to ask, how it ends (takes a message, books a time on the loan officer's calendar, or passes the call to their web phone) and the voicemail it leaves. Words can use {first_name}, {company}, {person}, {number} and {request}.
Without a script, Vaulty follows up on what they asked for and takes a message.
Make a list
- On the lead list, tick the leads (up to 500).
- Press Vaulty calls in the bar.
- On the list's page, pick a script and press Start. Pause, Resume and Stop after.
All your lists are under Calling, Vaulty calls a list.
What to expect
- One call at a time, from your number, within each lead's calling hours.
- No answer or busy: tried again an hour later, up to 3 tries. A voicemail gets your script's message.
- Do-not-contact leads are never called, and a lead who asks not to be called again goes on that list.
- Vaulty fills in only empty fields. Anything different waits on the call's line with Add to lead.
Didn't answer it? Ask us.