In order to start with your calls, click on the link at the bottom of this instruction set (marked as “Click here to start”).
You will land on a page titled as ‘Find Contacts’, which will list all donor contacts grouped together for you to call. Click on any donor’s name on the list to see more details about the donor.
Make the call using the telephone number listed. While you are speaking to the donor, please reconfirm donor’s email address listed in our database.
After interacting with the donor, only make changes in the call status section of the page. In ‘Call status and comment’ section use the drop-down list for updating the call status. ‘Rate Call’ keeping in view the interaction with the donor, using the 3-level scale. Add any required comments in ‘Call Comments’ box below that.
Then click on ‘Save’ button. The donor’s record will be updated.
Next, click on donor’s email address (a new window will open up), select the appropriate email address in the FROM drop-down box and the required template below that. Please make sure to add your name at the end of email text. Then click on ‘Send Email’ button at the bottom of that page.
You can click on ‘All My Contacts’ menu item at the top of the screen to see the full list of donors again. The record of the last donor will also be updated in this list within 5 minutes.