The Calculus AI must be installed to use the Best Time to Contact.
For easy understanding, here we will access the Best Time to Contact in the Contacts module.
Follow these steps to access the Best Time to Contact:
- Log in to the CRM.
- Click the main Menu.
- Select Essentials.
- Click Lead & Contact Management > Contact. The Contact List View opens.
- Select and click the Contact record you want to check. The Summary View of the Contact opens.
- View the following information:
- If the contact has a Best Time to Contact suggestion, the predicted time will be displayed directly, for example, Today 10:30 PM.
- Clicking the displayed time opens the drop-down, showing all suggested days and times.
- A green line above each time shows the maximum and minimum probability of reaching the contact.
- If the contact has no interactions, only the Best Time to Contact button will be displayed, without any suggested time or drop-down options.
Note: The Best Time to Contact suggestions will only appear if the contact has past interactions recorded in their record.