Working manual cold-calling tasks
Work manual calls in list or Kanban view, log outcomes and notes, schedule follow-ups, review history, and cancel tasks.
Manual cold-calling tasks turn campaign handovers into a call queue for your team. Each card keeps the lead, campaign context, phone number, latest activity and complete call history together.
Enable manual cold calling
An admin or owner enables it under Settings → App Settings → Company Info → Enable manual cold calling. It is disabled by default. Once enabled, Manual cold calling appears as its own item in the pitch bont navigation.
Choose a view and find tasks
The workspace has two tabs: Call list — the queue of calling tasks — and Call log, which holds every logged call (see below).
On the call list, switch between List and Kanban. The Kanban view loads more cards as you scroll. Search by contact name, company name or phone number, and filter by task status, lead status, lead substatus, call substatus and assignee — the assignee filter offers Assigned to me, Unassigned and each individual assignee. A card opens the lead and company details, or the campaign that created the task.
Claim a task
Cold-calling tasks are not assigned automatically — a new task starts Unassigned until someone takes it. Choose Assign to me on the card to claim it, or Unassign to put it back in the pool. The card then shows Assigned to … with that person's name.
The talking point
Each task can carry a Talking point — the approach angle prepared for that lead. It appears on the card in the call list and in the call log, so whoever picks up the call sees the same angle. Tasks that don't have one yet show No conversation topic yet, and tasks created before this feature shipped don't carry a talking point at all.
Make and log a call
- Choose Dial. The button stays visible and is disabled only when the required phone number is missing.
- Choose Log call.
- Select the outcome and add a call note.
- For Follow-up, select the required follow-up date.
- Save the call.
Common outcomes include Connected, Meeting booked, Material request, Follow-up, Voicemail, No answer, No budget, Not a fit, Competitor and Person left company. The result updates the task and lead status. When CRM sync-back is available, bont adds the full manual-call history as a CRM note.
Correct or review a call
Choose View call history to review every logged outcome and note for a single task. Edit call adds a corrected log entry instead of deleting the original, so the audit history is preserved. Notes can be searched and sorted from the task table.
The call log
Call log is the workspace-wide record of calling, one row per attempt rather than per task. It shows the attempt, outcome, call note, follow-up date and the sales manager who placed the call, and it can be searched by contact. Use it to audit what happened across the queue; use the call list when you want to work the next task.
Cancel tasks
Cancel one task from its card, or filter the queue and choose Cancel all to cancel every matching task. Cancellation cannot be undone. Open tasks are cancelled automatically when their campaign is ended or archived, or when the campaign lead is closed.
Reporting
The Cold Calls report shows dials, contact rate, booked outcomes, attempts to outcome, follow-up cards and manual flags. See pitch bont reporting.