Whenever a lead calls your PSAI phone number, the call will appear in your Com Portal in real time. As soon as you pick up the phone, the lead's file in the Com Portal will be marked with the status of "In Progress," as shown below.
Because the lead's contact file is created immediately upon connecting with your team, you can easily add information in the Com Portal while you're on the phone.
As a best practice, we recommend that whoever answers the phone be logged into the Com Portal and ready to update the lead's contact information. Doing so will:
- Save your team member time collecting and entering data
- Make the lead's contact info immediately accessible to your entire team
- Keep information organized with less chance of forgetting later
- Allow you to calculate a Predictive Portrait (as long as you collect the full name and home address)
There are a few ways to update the caller's contact file depending on the type of information you'd like to add. See the details below.
Edit the Caller's Contact Info
First, you can edit the lead's contact information by clicking "Edit Contact."
This will display a popup modal where you can add the full name, home address, email address, and other key contact information. You can also add a co-owner and mark which contact is preferred.
Add Contact Notes
Alternatively and/or additionally, you can also add free-form notes, comments, and thoughts to the lead's contact file by clicking "Add Note."
These notes are internal only and will not be seen by customers, but they can be seen by other PSAI users with access to this lead in the Com Portal.
Calculate Predictive Portrait
After you've added the lead's contact information—including at least their full name and home address—you can calculate a Predictive Portrait to unlock even more valuable insights about the customer.
You can use these insights to build rapport on the current phone call or to prepare your sales rep ahead of the consultation/appointment.
Learn more about Predictive Portraits.
To learn more about PSAI phone numbers, check out these related resources: