Skip to main content

Build a prospecting call list

Turn a selection of prospects into a ready-to-run call list, without wasting time.

For booking appointments or making prospecting calls, Sidely works just like a route, but with Call events.

  1. Filter your map (for example Prospect in the 11th arrondissement).

  2. Draw a lasso around the points of sale.

  3. Click Create event → Call.

  4. Enter a title ("Prospecting call"), the date, the start time, the average duration per call and the end time.

  5. Click Generate: the list is added to your calendar.

To work through it, switch to the desktop calendar (list view), then click Start event. For each point of sale, the address, phone number and full history are displayed. You make the call, book an appointment if needed, complete the event, then click Next to move on to the next one.

💡 Tip: name your points of sale with the street (not just "Franprix Paris"), otherwise the call list becomes hard to read.

Did this answer your question?