Outbound CRM Calls
Foote Group · Gulf Shores & Orange Beach, Alabama
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Total Leads
—
in system
New Leads
—
attempting contact
Contacted
—
initial contact made
Touch Base
—
touch base calls
Not Interested
—
excluded from calls
Follow-Up Callbacks
🔴 Overdue: 0
🟡 Due Today: 0
🔵 Upcoming: 0
▾
All Pending
Overdue
Due Today
Upcoming
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Lead Buckets — Click to filter · Click multiple to combine
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Agent
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Initial Notes
Previous Call History
Log New Call
🟢 Live Call — Action Required
Select a standard (non-auto-bump) bucket below. The lead will be marked as Initially Contacted with today's date.
Phone Number Dialed
*
Call Type
*
🟢 Live Call
📬 Voice Mail
📵 No Answer
❌ Bad Number
💬 SMS Only
Duration
*
min
(use 0 for no-connects)
Call Result
*
None
Poor
Good
Very Good
Excellent
Call Notes
*
SMS
Sent an SMS to this lead
Move to Bucket
* Required for Live Calls
Lead Preferences
(optional — saved to lead record)
Best Days to Call
No preference
▾
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Preferred Call Time
No Preference
Early AM
Mid-Morning
Lunch Time
Afternoon
After Work
Preferred Communication Method
Schedule Follow-Up Callback
(optional)
Schedule a callback for this lead
Date & Time
Callback Notes
Create Task
(optional)
Add a task for this lead
Task Type
Due Date
Task Notes
⚠️ Mark as Not Interested — remove from all future call lists
Manage Buckets
Add new buckets or rename existing ones
✕
Add New Bucket
Bucket Name
Auto-Bump?
Yes
Bump Level
+ Add