What is Call-Tracking?

This article covers:

• Video Tutorial
• Explanation of the feature
• Benefits of the Call-Tracking
• How it works in PF Expert
• Details of the Desktop and Mobile interfaces 

Video Tutorial: 

 

What is it?

Call-Tracking is a feature provided by Property Finder which records the audio and the statistics of the calls between the agents and their leads.

A number is assigned to your user's mobile number on Property Finder Manager through which the calls will be received and recorded.

This feature is now available on PF Expert where all your calls in Property Finder are automatically pushed into your PF Expert account and available in the lead section.

 

What are the benefits?

1. Do not miss a lead! Your prospects' phone numbers and calls are saved for your records.
2. Track your calls and listen to them anytime you need to get your prospects' information and interests.
3. Busy with a property viewing and unable to attend a call? Your prospects' missed/unanswered calls and voicemails are saved so you can call them back later.
4. Reduce the friction you are experiencing with using multiple systems and track all your calls from PF Expert's desktop version, mobile app, and mobile browser.

How does it work?

As an Admin, you will see all the new calls that are just landing in your account. 

Most of the time, they will be already assigned automatically, but in some cases, you will have to assign them manually to the corresponding agent or managers. This mismatch can happen if your users have a different email address in the PF Manager and their PF Expert account, or if they don’t have any user profile on the PF Manager.

Regarding the permissions rules, once a call is assigned to a user, it behaves like notes or documents. It means that if a user can read the leads of others, but only their partial content, then that user will not be able to see the calls.

As an Agent, you will not always see automatically all calls landing in your account until your admin assigns them to you. If you don’t have an account in the PF Manager, or if your email is different from the one used in PF Expert, then PF Expert is not able to assign automatically the calls to you.

Make sure your emails are the same in both of the systems and refer regularly to your admin to make sure all call leads have been assigned to you on due time.

Once the call is assigned to a user, it behaves like notes or documents regarding the permissions rules. This means that if you can read the leads of your colleagues but only their partial content, then you will not be able to see the calls or your colleagues and vice versa.

And as a Manager, you will not see automatically all calls landing in your account until your admin assigns them to you. If you don’t have an account in the PF Manager, or if your email is different from the one used in PF Expert, then PF Expert is not able to assign automatically the calls to you.

Make sure your emails are the same in both of the systems and refer regularly to your admin to make sure all call leads have been assigned to you on due time.

Once the call is assigned to a user, it behaves like a note or a document regarding the permissions rules. This means that if you can read the leads of your colleagues in full, then you will be able to see the calls of all users in your company.

Inversely, if you can only see the partial content of your colleagues’ leads, then you will not be able to see the calls or your colleagues and vice versa.

Possible Actions on Desktop:

• Assign to user
• Chat on WhatsApp (WhatsApp for desktop is required | Link here)
• Play/Pause, Volume change
• Download recording (for later use and sharing)

Possible Actions on Mobile:

• Assign to user
• Chat on WhatsApp (WhatsApp for desktop is required | Link here)
• Play/Pause, Volume change
• Download recording (for later use and sharing)
• Assign to user
• Add to Contacts (downloads the lead details in your phone's repertory)

We hope this feature helps you to be more efficient in your work without leaving PF Expert.

PF Expert Team