Confirming Leads with a Call Queue

Take a look at one of Trailmap's most valuable feature - the Call Queue. This feature empowers you to stay in close communication with your leads and simplifies the confirmation management process.

The call queue helps you:

• Track which leads have been called

• See how many calls have been made

• Update lead information

• Add notes during or after calls

In the Registrations tab, you can quickly see call activity:

• A phone icon appears next to each contact

• Green = contact has been called

• Red = contact still needs to be called

At the top, you’ll also see the total number of calls made for the campaign.

For a more detailed view, go to the Calls tab.

Here you’ll see an overview of:

• Calls made

• Voicemails left

• Confirmations

• No answers

• “Unsure” responses

• Follow-up texts sent (only texts you personally send, not automated ones)

If you see a “not active” alert, it means you are not using Steep’s call services and are making calls manually.

Within the Calls tab:

• Leads not yet called appear at the top

• Leads already called appear at the bottom with their outcomes

If you have a desktop-enabled phone system:

• Click the phone number to start the call

After or during a call:

• Click the phone icon

• Select the outcome:

  • Answered

  • Voicemail

  • No answer

If the contact answers, you can select a more detailed outcome.

You can also:

• Log follow-up texts you sent

• Add contact-specific notes

• Add notes about the call

Important:
Click Save to store notes before logging the call.

Once everything is filled out:

• Click “Log Call”

The system will refresh, and the contact will move to the called section with the recorded outcome.