"Manual Calls" Playbook

📘 Make & Log Pending Manual Calls (via REI Reply)

✅ Step-by-Step Instructions

1️⃣ Get Started

• Login: REI Reply

• Click “Conversations” (left menu)

• Click “Manual Actions” (top tab)

• Click “Let’s Start” (top right)

  

2️⃣ Make the Calls

• Use Call Script

3️⃣ Log the Call Result

Ask yourself:
👉 “Was I able to have a FULL conversation?” 👈

• ✅ YES → Select “Completed”

• ❌ NO → Select “No Answer”
  (voicemail, hung-up, call back, busy, etc.)

4️⃣ If Marked "Completed"

• Go to the “Rezel Call-Notes” section on the left

• make sure “Hide Empty Fields” is Unchecked

• Log Call-Result (Interested, Not interested, Already Sold, DNC, Wrong #, Other)

• Log ALL of the notes (Bed, Bath, Vacancy, 4 Pillars etc)

• Click “Submit” + Save to finalize & send the notes to the team

5️⃣ Move to Next Call

• Click “Let’s Start” again to continue

• Repeat the process for remaining calls

⏱️ How Often Should I Do This?

🔁 Once per day, any time between 9:00 AM – 8:00 PM CST

🔗 Helpful Resources

📄 Call Script
▶️ REI Reply (GHL) Tutorial: