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.
Click on the Folder Icon found in the upper left side of the agent interface, this will open the CRM window.
To search for a lead using its phone number, type the lead’s phone number in the Search field and press enter, the 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.
You may also use filters to narrow down your search. To do this, click on Filters to open the Add Filters window.
In the Add Filters window, fill in the appropriate 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 “Test” as its first name.
NOTE: Filter may vary depending on what fields you admin created in the system.
Once you successfully filled in your desired filter, scroll down to the bottom part of the window and press the Apply button.
The result will show below the Search box.
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
If you were able to find the lead you want to call, please proceed to How to open the lead info sheet.
How to create a new lead
Click on Create Lead button to open a new lead info sheet.
Fill in New Lead sheet with the necessary information and click on the Create Lead button in the bottom right of the page.
NOTE: All highlighted boxes are mandatory fields.
Click the Lead to open its Lead info sheet.
Before you can make a manual call, you need to go on pause status first. To go on pause, click the Agent Status option in the top right side of the agent interface page.
Pause statuses are usually colored red. Please choose the appropriate status created by your admin for manually calling out. In this example, the OUTBOUND status is used.
In the lead info sheet, click the Phone Icon beside the phone number to manually call the lead.