How to use the call lists in Paint Pals
The two call lists on the Pipelines page's Sales tab, Leads to call and Estimates to call back: who shows up on each, working through them one person at a time, logging each call, booking the estimate, and clearing the list with follow-up dates. Then the callbacks: what an estimate shows while you call, and when to mark it booked.
Chapters
- 0:00Intro
- 0:24Finding the call lists
- 0:58Who shows up on the list
- 1:29Start calling
- 1:45The calling view
- 2:36Lead stages and marking lost
- 3:06Notes and the timeline
- 3:22Logging calls
- 3:48Booking the estimate
- 4:49Finishing the list
- 5:18Clearing the list
- 5:42Estimates to call
- 6:09A real callback
- 6:35Marking an estimate booked