"Manual Calls" Playbook

Here you will learn how to log into our REI Reply software (aka GoHighLevel), make pending Manual-Calls, and log the call notes

STEPS:

1. Open REI Reply & login

2. Click "Conversations" (left side)

3. Click "Manual Actions" (top)

4. Click "Let's start" (top right)

   -use the call script for conversations

5. Log the Call Result by asking yourself the following question:

   "Were you able to have a FULL conversation?"

   ✅ YES --- > "Completed"

   ❌ NO ----> "No Answer"

6. If "Completed", log the call details in the "Rezel" section (left side)

   -make sure the "hide empty fields" box is unchecked

7. Click "Submit" after entering all call details

8. Continue making calls by clicking "Let's start" (top right)

How often should i do this task?

• ⌚Once a day, anytime between 9am-8pm cst

Other resources to help you get started:
REI Reply (GHL) Tutorial: