This FAQ will guide you on how to make a manual call to a lead. First we need to search for the lead you want to call.
1 - Click on the [A] Folder Icon found in the upper left side of the agent interface, this will open the [B] CRM window.
2 - To search for a lead using its phone number, type the lead’s phone number in the [A] Search field and press enter, the [B] Search result will show below the search field.
NOTE: You can use first name, last name, lead id and phone number in searching for leads.
2.1 - You may also use filters to narrow down your search. To do this, click on [A] Filters to open the Add Filters window.
2.2 - In the Add Filters window, fill in the appropriate [A] Filter box using the lead information you want to search. Note: It is not required to fill in all the boxes. In my example, I only use the First Name box. This will search for leads with the name “Aveline” as its first name.
NOTE: Filter may vary depending on what fields you admin created in the system.
2.3 - Once you successfully filled in your desired filter, scroll down to the bottom part of the window and press the [A] Apply button.
2.4 - The [A] result will show below the [B] Search box.
3 - If you cannot find the lead because it is not yet in your account list’s database, you may need to insert it by creating a profile for it. Please see Agent FAQ - How to make a manual call to a lead that is not in the system to accomplish this. Or follow steps below on How to create a new lead
3.1 - If you were able to find the lead you want to call, please proceed to step 5 - How to open the lead info sheet.
How to create a new lead
4- Click on [A] Create Lead button to open a [B] new lead info sheet.
4.1 - Fill in New Lead sheet with the necessary information and click on the [A] Create Lead button in the bottom right of the page.
NOTE: All highlighted boxes are mandatory fields.
5 - Click the [A] Lead to open its [B] Lead info sheet.
6 - Before you can make a manual call, you need to go on pause status first. To go on pause, click the [A] Agent Status option in the top right side of the agent interface page.
6.1 - [A] Pause statuses are usually colored red. Please choose the appropriate status created by your admin for manually calling out. In this example, the [B] OUTBOUND status is used.
7 - In the lead info sheet, click the [A] Phone Icon beside the phone number to manually call the lead.