Receiving call requests from clients

Clients have the ability to request callbacks from emails they receive. They can also request a callback in the online one page application.

As soon as one of your clients requests a callback, your lists will update in real-time. These clients will be moved to the top of your lists depending on which model the call request pertains to, so you’ll see who to action as soon as you login.

These will always be bumped to the top of your Magic List or Lifecyle List. They trump everything. This is a clear indication that your client wants to talk and it’s over to you to make the call and seal the deal.

We’ll also send you an email to let you know that a client has requested a callback.

Actioning call requests

Always mark the outcome. This tells us when to stop contacting your clients and ensures Eligible is up-to-date.