Know who is calling, and log the call
You see who is calling before you answer, and log the call in a few taps. Use it on every call with a lead, so each one has an outcome and a next step.
Which plans have this: Caller ID and call logging are on every plan, including Free, on Android phones with the Syncdo app. The Follow-up tick sets a reminder, and reminders are on the Essentials and Intelligence plans.
Steps
- 01
When a lead calls, the purple Syncdo card shows their name and stage.
View Lead opens everything about them.
- 02
When the call ends, it is already saved.
Under How did it go?, tap an outcome.
- 03
Add a quick note.
- 04
Tick Follow-up and pick when, such as Tomorrow 10am.
Tap Save: the outcome, note and reminder save together.
- 05
Missed a lead's call?
Call back on the missed-call card opens your phone's dialler with the number ready.
Questions, answered
How does Syncdo show who is calling?
When a lead calls, the purple Syncdo card on your phone shows their name and stage, and View Lead opens everything. When the call ends it is already saved: under How did it go? tap an outcome and add a quick note. Tick Follow-up and pick a time such as Tomorrow 10am, then tap Save; the outcome, note and reminder save together. A missed call from a lead has a Call back button, which opens your phone's dialler with the number ready.
Is the call saved if I skip the after-call card?
Yes. The call is already on the lead's timeline when the card appears. Skipping loses nothing. Saving only adds the outcome, note and follow-up.
What do Not interested and Call back later do?
Not interested asks why and marks the lead Lost. Call back later asks when, and makes a call-back reminder for you.
Does the Follow-up tick on the after-call card work on Free?
No. Reminders are on the Essentials and Intelligence plans, so on Free the Follow-up tick does not set a reminder. The call itself is still logged.