Heeeeey lemlister! 👋
Do you want to know how to add a call to your sequence? Looks like you're taking your campaign to the next level here, well done 💪
How can I do this? 🙂
➡️ When creating your sequence, select "Phone Call" as a new step whenever you feel it is the right moment to ring your prospect.
➡️ Once your leads reach the step "Call" in their sequence, lemlist will automatically create a task in your "Tasks" section.
Tasks is a cool place within lemlist where we list all your tasks and opportunities from the campaign, along with the upcoming calls you should make.
Our article "What is the Tasks section for and how to manage it" will definitely help you understand all the functionalities available to you!
How does Aircall integration work?
First things first, note that to use the Aircall integration you need to have at least 3 seats on your Aircall account.
After that it's super simple:
➡️ Go to your Tasks and click on the phone at the top of your screen.
➡️ An Aircall pop-up will show, and you'll be able to call your lead directly from that window.
➡️ If you managed to reach your prospect you can either:
Mark your prospect as Interested, that means the deal has been won and the sequence will stop for that prospect.
Mark your prospect as Not Interested, that means the deal has been lost and the sequence will stop for that prospect.
You can do this by using the emojis in the top right corner of your screen and selecting the one that matches your prospect's interest.
What other options are there in Tasks 🧐
You completed the task, but the prospect didn't answer
➡️ Press "Done" and the prospect will automatically be pushed to the next step of the sequence, and it will continue.
When you add a phone call to your sequence, you can start the following step with "I tried to reach you yesterday but..."
You found out one of your colleagues already know your prospect
➡️ You can "Assign" the call to that colleague. That means it will be removed from your list of tasks and immediately added to your colleague's.
You need to postpone the phone call
➡️ You can "Snooze" the task, so it won't appear in your list during the interval you chose.
Your prospect asks you to be removed from your list
➡️ You can "Unsubscribe" him, and he will never receive anything from you again.
We recorded a short video to help you navigate adding a call to your sequence, here you go 😉