\n
Video Transcript<\/h3>\n
It\u2019s time for another Two Minute Tuesday, Main Sequence\u2019s series of short videos with tips, tricks, and tutorials to help make you a more powerful PCRecruiter user.<\/p>\n
One of the primary uses of Rollup Lists in PCR is to keep track of your calling plans. In this week\u2019s video, we\u2019re going to look at the Plan feature, which helps you to keep track of who you\u2019re planning to call each day, who you reached, and who you didn\u2019t, by placing some or all of a list on your Schedule.<\/p>\n
Every Plan starts with a Rollup list of contacts. We\u2019ve talked about Rollups in an earlier Two Minute Tuesday. To use the Plan, we need to properly configure the Stages on our Rollups. The \u2018Configure\u2019 option is in the Action menu at the upper right corner. We\u2019re going to work with the Stage Setup tab.<\/p>\n
There are nineteen configurable Stages in Rollups, which you can use to track a variety of selection and ranking tasks. We\u2019ll discuss this screen in more depth in a future video, but the key item for this process is the \u2018Merge Plan\u2019 column, which includes a simple Yes or No dropdown for each Stage. We want to set this to \u201cYes\u201d for any Stage that requires future action \u2013 such as leaving a voicemail, or if the contact wasn\u2019t 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 \u201cNo\u201d setting.<\/p>\n
Now that we\u2019ve got that set, let\u2019s walk through using the Plan. Here\u2019s 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. Let\u2019s see how the Plan feature can help.<\/p>\n
First, we\u2019ll select the current page, which contains 20 contacts. Now we\u2019re going to use the \u2018Plan\u2019 option in the Action menu. Here, we\u2019ll 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 \u2018Schedule\u2019 and view the desired date, we\u2019ll find our Plan holding the selected time slot. <\/p>\n
When it\u2019s time to execute the Plan, we\u2019ll click \u2018Open Plan\u2019. We are now looking at the first selected subset of our Chicago Developers Rollup. It\u2019s the same Rollup List, and all of the records remain on the list, but this Plan view is filtered to show only this Plan\u2019s selected contacts. As we make the calls, we use our configured Stages to record the outcomes.<\/p>\n
When we\u2019ve contacted everyone, or when we\u2019ve reached the end of the time we\u2019d allotted, we select \u2018Merge Plan\u2019 from the Action menu. Now we will see our Chicago Developers Rollup List, minus anyone who has been given a Stage with a \u201cNo\u201d merge setting. Now, we can select a group of results from this filtered view and create a fresh Plan to schedule more calls. <\/p>\n
For more Two Minute Tuesdays, subscribe to this YouTube channel, follow us on Facebook, LinkedIn, or Twitter, join the PCRecruiter LinkedIn users group, and watch our blog posts on your PCR login screen. If you have any topics or suggestions for future Two Minute Tuesdays, send an email to twominutetuesday@mainsequence.net.\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"
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.<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"video","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[33,104,105],"tags":[],"class_list":["post-5443","post","type-post","status-publish","format-video","hentry","category-topics","category-two-minute-tuesday","category-video","post_format-post-format-video"],"acf":[],"yoast_head":"\r\n
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