Recall

Overview

Use Recall when an existing lead in the system calls again — for example, about a different project or to follow up on something new.

How to Handle a Recall

1. Go to Call Center → Recall.
2. Enter the caller's mobile number in the search field.
3. The system searches for matching leads and displays them.
4. Select the correct lead from the results.
5. Update the following as needed:
   • Lead ID (Marketing Info) — change if the caller is now interested in a different campaign or source.
   • Project — select the project the caller is currently interested in.
   • Assign — reassign to a different salesman if needed.
6. Submit — the lead's information is updated and the assigned salesman can follow up.

Key Things to Know

• The mobile number search pulls up all existing leads matching that number.
• Updating the Lead ID changes the marketing source attached to the lead.
• The salesman assigned after a recall will see the updated lead in their My Leads.
• Use Recall instead of Add Lead to avoid creating duplicate entries for the same contact.