Call List

Call List: Tele-Sell Your Delivery Routes

The Call List shows which customers are due a delivery on a date and haven't ordered yet, so your reps know exactly who to call. Reps log each call's outcome and can take the order right from the list. Customers drop off as they order online, and every call is kept so you can review it later in the Call Log.

Before You Start

The Call List works out who is due from each customer's delivery schedule, so it needs:

The Routes setting turned on.
Delivery Deadlines turned on, with the delivery mode set to Fixed route.
A delivery schedule on each customer you call. A route is optional, but lets reps work one route at a time.

To turn it on, click

then Settings.

Turn On The Call List

Click to expand

Click Menu, then Settings.
Turn on Routes and click Save.
Turn on Delivery Deadlines, then open Delivery Deadlines and set the delivery mode to Fixed route.
Give each customer you call a delivery schedule on their account. A route is optional, but lets reps work one route at a time.
Back in Settings, under Routes, turn on Call List and click Save. Call List and Call Log now appear in the menu for admin and Sales users.

Pro Tip: Customers on a route with no delivery schedule are listed separately at the bottom of the Call List, so you can spot who still needs one.

Who Can Use It

The Call List and Call Log are for admin and Sales users only.
Users restricted to their own accounts only see the customers assigned to them, directly or through a Rep Group.
Read-only users can view the list and the log, but can't log calls or take orders.

How The List Works

A customer is due when their delivery schedule includes that date. Holiday weeks and blackout dates from Delivery Deadlines are taken into account.
Each row shows the order-by deadline for that delivery, flagged once it has passed, and when the customer's order reminder email went out.
As customers order, they move to the Ordered tab on their own. The page checks again every minute.

Each customer's order status for the delivery:

Status	What it means
Not ordered	No order for this delivery yet.
Draft started	The customer started an order but hasn't checked out.
Under minimum	They ordered, but the total is below the delivery minimum. The row shows how much they're short.
Ordered	They've ordered and met the minimum.

Tabs

Tab	Who's in it
To call	Customers who haven't fully ordered and have no call logged yet, including under-minimum customers, so someone calls to top up the order.
Called	You reached the customer.
Left message	You left a message.
No order needed	The customer doesn't need anything for this delivery.
Ordered	Customers who have ordered and met the minimum, whatever was logged.
All	Everyone due on this date.

Logging Calls

Work Through The Call List

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Click Menu, then Call List.
Pick a Route (or All routes) and a Delivery Date, or click one of the upcoming dates. The list opens on the next delivery whose order-by deadline hasn't passed.
Start on the To call tab and call each customer using the phone number on their row.
Pick the outcome: Called, Left message or No order needed. Add a note in the box under the buttons if you want.
Click Save, or press Enter in the note box. The customer moves to that outcome's tab.

Picking an outcome doesn't save it until you click Save. Picked the wrong one? Click Cancel to put the row back.
To clear a saved outcome, click it to unselect it, then click Save. The customer goes back to To call.
You can save a note on its own. The customer keeps their current outcome.
Click Notes on a row to see every note and call logged for that delivery, and who logged it.
Rows with changes you haven't saved are marked Not saved, and you're warned before leaving the page.

Taking An Order

Double-click a customer's row (or select it and press Enter) to take their order for the delivery on screen.

Take An Order From The Call List

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Double-click the customer's row, or select it and press Enter. You can also click the order button at the end of the row.
If the customer already started a draft for this delivery, it opens so you can finish it (Resume draft).
If they've already ordered, their order opens (Open order), for example to top up an order that's under the minimum.
Otherwise the create order panel opens with the customer, their usual catalog and pricing, and the list's delivery date already filled in (Start order). Create the order to go straight to order entry.

Pro Tip: An order taken from the Call List is for the list's delivery date, even if the order-by deadline has passed, so a rep can still take a late order over the phone.

Printing A Call Sheet

Prefer working from paper? Print the list for a route and delivery date, make your calls, then log them in the Call List afterwards.

Print A Call Sheet

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Pick the route, delivery date and tab you want on paper, for example To call.
Click Print.
The sheet lists each customer with their stop, contact, phone, order status, and last call and note, with a box to tick for each outcome and room to write.

Call Log

The Call Log keeps every call outcome and note your team logs, with who logged it and when. Admins see every customer's calls; restricted users see the calls for their own customers. Use it to check how a route's calls went, follow up on messages left, or look back at a customer's call history.

Review Calls In The Call Log

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Click Menu, then Call Log (under Call List).
Choose Call date (the day calls were made) or Delivery date (the delivery the calls were about), then pick a range or use Today, Yesterday, Last 7 days or Last 30 days.
Narrow the list by Rep, Customer, Route or Outcome. Click a customer's name to see only their calls.
Click Export CSV to download the calls that match (up to 5,000).

To jump to one customer's calls from their account, click Call log next to their name, or use Actions then Call log on the Customers list. It opens their calls from the last 90 days.

Call List

Call List: Tele-Sell Your Delivery Routes

Before You Start

Turn On The Call List

Who Can Use It

How The List Works

Tabs

Logging Calls

Work Through The Call List

Taking An Order

Take An Order From The Call List

Printing A Call Sheet

Print A Call Sheet

Call Log

Review Calls In The Call Log

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