In this week’s Two Minute Tuesday video, we’re looking at the ‘Plan’ feature in the Rollup lists, which combines the Rollup and Schedule into a valuable tool for tracking your phone call lists for sourcing and business development.
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Itās time for another Two Minute Tuesday, Main Sequenceās series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.
One of the primary uses of Rollup Lists in PCR is to keep track of your calling plans. In this weekās video, weāre going to look at the Plan feature, which helps you to keep track of who youāre planning to call each day, who you reached, and who you didnāt, by placing some or all of a list on your Schedule.
Every Plan starts with a Rollup list of contacts. Weāve talked about Rollups in an earlier Two Minute Tuesday. To use the Plan, we need to properly configure the Stages on our Rollups. The āConfigureā option is in the Action menu at the upper right corner. Weāre going to work with the Stage Setup tab.
There are nineteen configurable Stages in Rollups, which you can use to track a variety of selection and ranking tasks. Weāll discuss this screen in more depth in a future video, but the key item for this process is the āMerge Planā column, which includes a simple Yes or No dropdown for each Stage. We want to set this to āYesā for any Stage that requires future action ā such as leaving a voicemail, or if the contact wasnāt able to chat when we reached them. Stages that are dead-ends, such as wrong numbers or lack of interest, can be left at the āNoā setting.
Now that weāve got that set, letās walk through using the Plan. Hereās a list of Developers in Chicago that I plan to call. There are 400 people on this list, and I want to try to reach 20 of them each day. Letās see how the Plan feature can help.
First, weāll select the current page, which contains 20 contacts. Now weāre going to use the āPlanā option in the Action menu. Here, weāll select the date and a chunk of time in which we plan to try and reach these contacts. We can add notes about the project, a reminder alarm, and so on, before saving. If we click āScheduleā and view the desired date, weāll find our Plan holding the selected time slot.
When itās time to execute the Plan, weāll click āOpen Planā. We are now looking at the first selected subset of our Chicago Developers Rollup. Itās the same Rollup List, and all of the records remain on the list, but this Plan view is filtered to show only this Planās selected contacts. As we make the calls, we use our configured Stages to record the outcomes.
When weāve contacted everyone, or when weāve reached the end of the time weād allotted, we select āMerge Planā from the Action menu. Now we will see our Chicago Developers Rollup List, minus anyone who has been given a Stage with a āNoā merge setting. Now, we can select a group of results from this filtered view and create a fresh Plan to schedule more calls.
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