Learn how to create a priority report/call list using ToutApp email engagement data to focus your time on the people or opportunities with momentum.
Step 1: Go to your Account in ToutApp.com. Once you complete the steps below you will have a ‘Priority Call List’ saved in your ToutApp to prioritize your warmest leads/ accounts, reengage leads/ accounts that have gone dark, capture the low hanging fruit, decrease the time to connect between your campaign touches.
Step 2: Complete Steps 1 - 7 Shown Below
Recommendations for Columns to Display
Step 3: Start Calling & Connecting Using Your Priority Call List
ToutApp will automatically pull in your phone number, your lead/contact’s phone number from Tout or Salesforce, automatically log your call & notes to Salesforce (if you are using Salesforce as your CRM). You will also have the option to use local presence & call recording.