Missed Opportunities and Lost Opportunities

There are many good reasons why a call might not be answered as well as many bad ones. Using Calltracks, you have an excellent tool to give you greater insight than ever before into an area that has been taken for granted by many: Missed Opportunities.

Missed Opportunity

A Missed Opportunity describes a call that was made to your number but was not answered. That simple. Yet a seemingly simple act of missing that call could cost you. What if someone wanted information on stock because they needed something right away? What if they wanted to know your opening times? Maybe it was the start of a lucrative business relationship...but by not taking that call may have opened you up to losing that customer. 

Lost Opportunity

After 7 days, missed opportunities will no longer be classified as missed, they will become a Lost Opportunity. This will avoid you having to mark each missed call.

Calltracks now also provides the Missed Opportunities report that has the Lost Opportunities added as a column to allow you to rapidly see and deal with such events, mitigating any potential impact on your business. 

PLEASE NOTE: You will continually receive an email notifications if you have outstanding missed opportunities.You will not get emailed about Lost Opportunities. If you are getting emails but the missed opportunity report is showing you have no calls, simply click the filter button and set the start date to the date shown in the body of the email you received. Then click generate report. You will see your older missed opportunities. Once these are cleared you will stop receiving emails.

To stop receiving any of these missed opportunities notifications. Please see knowledge base article ''How do I turn off the missed opportunities email notifications''.

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The default date selection for the Missed Opportunities report is the last two weeks - but you don't really want to have to wait even a fraction of that time!

Looking at the example, you can see that you are given the name of the last Advert (tracking number) they called - they may have tried another number you have advertised somewhere else!

If you click on the caller's number, you can see each call they made.

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If you look on the right of each Missed Opportunity, you can see there is an Screen_Shot_2017-09-07_at_11.14.43.png option. Use one of these options to mark how the Missed Opportunity was dealt with.

You can see previous Missed Opportunities that have already been dealt with by clicking on the "Filter" button.

As well as being able to extend the date range, or look at a specific part your business, you can select "Show All?" and it will list the previous Missed Opportunities, including who marked them as either Ignored or Called Back.

The Missed Opportunities report is integrated into each user. If you have the "Send email reminders for missed opportunities?" turned on for you, you will receive an email 30 every minutes telling you there are Missed Opportunities that need seeing to.Have you opened the report and can no longer see an outstanding Missed Opportunity? Remember to click on the "Show All?" and see who beat you to it!

To turn off the missed opportunities email notifications please contact your Calltracks admin.

If you are a long time user and receive these emails - remember to extend your date range. You may have one that slipped out of your clutches.

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A) Screen_Shot_2017-09-07_at_09.24.14.png Total amount of calls 

B) Screen_Shot_2017-09-07_at_09.24.27.png Calls of clients that were missed the first time and called in again

C)Screen_Shot_2017-09-07_at_09.24.40.png Calls that were marked as missed previously and have been called back

D) Screen_Shot_2017-09-07_at_09.24.49.png Calls that have been marked as ignored

E) Screen_Shot_2017-09-07_at_09.25.02.png Current missed opportunities awaiting action

F) Screen_Shot_2017-09-07_at_09.25.13.png Missed opportunities that had no actions in 7 days, and the caller didn't call back

Try it - see how many returned calls you make result in a positive outcome for you, your team, your company's bottom line.

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1 Comments

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    Derek Bagnall

    I am getting numerous emails for Missed opportunities. How can this be stopped

    Missed Opportunities

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