This FAQ will guide you through how to make a manual call to a lead. First we need to search for the lead you want to call.
- To start, click on the white folder icon in the top left of the agent page to open the CRM. Type in the name, phone number or lead id of the lead you are trying to reach and hit enter. This will bring up the lead just below the search field.
- If you would like to narrow down your search you can use the filters option. Click the filters button and enter your search criteria
- Once you have found the lead you are searching for, click on the lead to load it into the form.
- Once the form loads and you are in a non ready status, you can click the red phone icon to manually dial the lead