What is a Call List?

Call List can be used as a reminder to call up your customer at regular intervals.

Importance of Call List:

  • Follow up calls for sales or service.
  • Keeping in touch with your prospects.
  • Calling up customers to notify about the expiration of their contract.
  • Reminder for payments.
  • Discussion with your customers about on-going projects.

The primary function of the Call List is to keep in touch with your current and potential customers. Once you have created the list for various contacts, the users need not worry about remembering to do a follow-up or call up.

Set up Call List

Setting up call list

Figure: Call List

  • The users can set up call reminders for every one week, every two weeks or as required with the start date.
  • It can also be set using custom dates as per the business requirement.

View Call List

Accessing daily and future call list

Figure: Daily and Future List

  • The User can check the whole list of daily and future Call list in the OfficeClip Call List menu.
  • You can record interactions with your customers Add Notes function, which will help to maintain a record of business discussions and significant events related to those like meetings. .

Benefits of using a Call List:

  • It will help to stay in touch with your contacts at regular intervals.
  • Regularly keeping in touch with your leads, answering their pre-sales queries, sending them campaigns about your ongoing promotions will help to convert your leads to customers.
  • Payment reminders at the end of the month or year will ensure timely recovery of dues.
  • Keeping in touch with your contacts at regular intervals, updating them with the latest information or updating them about their project status will lead to better communication and will depict your professionalism.


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