Calling clients one by one

Introduction

Call one by one is a phone feature for working through a calling list: today’s follow-ups, the new clients from an import, a campaign’s leads. You pick up to 50 clients, BMexa dials each in turn and opens the log screen when you come back from the call. On the web the page only explains how to start it from the phone.

Starting a run

1. Open Clients (or Actions) in the BMexa app or the phone browser and hold a client to start selecting. Tap the others you want.
2. Tap Call one by one.
3. The first card shows Up next · 1 of N with the client’s name and number. Tap Call to dial, Skip to pass, or Open client to look at the record first.
4. After the call, come back to BMexa. The log screen opens with Call preselected and the next follow-up preset to tomorrow 11 AM; adjust it, add the response and remarks, and Save. The next client loads on its own. Tap Skip to move on without logging.
5. At the end you see All done, with how many calls were made and skipped, and the buttons Go again and Finish. Every call you logged is on the client’s timeline.