Outbound Calling
CS

Caz Stephenson

Created Aug 05, 2022

Outbound Calling

41
    c

Zoho

6 Steps
1

Go to Zoho

2

Click on 'Call Now' if it is available. If it is not available, go to step 16

Click on 'Call Now' if it is available. If it is not available, go to step 16
3

If you haven't yet set yourself to available, you will be prompted to do so. Go to RACE and set yourself to available before continuing.

If you haven't yet set yourself to available, you will be prompted to do so. Go to RACE and set yourself to available before continuing.
4

Click on RACE

Click on RACE
5

Change status to Available and click Call Now to start a call

RACE will automatically choose the right CLI for the call based on the client's location

Change status to Available and click Call Now to start a call
6

Click on RACE

You will see the outbound call in Phonebridge. To interact with the call, open RACE

Click on RACE
    f

Twilio

1 Step
7

Click on highlight

Use the call controls to mute yourself, to put the call on hold and to hang up the call

Click on highlight
    p

Zoho

10 Steps
8

Click on 'Hang Up' inside RACE

Click on 'Hang Up' inside RACE
9

Input the call notes into the 'description' field on the phonebridge disposition screen

Input the call notes into the 'description' field on the phonebridge disposition screen
10

If you want to add a follow up action, click on 'Add' and select the appropriate action

If you want to add a follow up action, click on 'Add' and select the appropriate action
11

Click on Done to complete wrap up on the call

Click on Done to complete wrap up on the call
12

To view the call notes, either click on Closed Activities...

To view the call notes, either click on Closed Activities...
13

...where you can see all closed calls

...where you can see all closed calls
14

Or click on Timeline

Or click on Timeline
15

...to also see all calls

...to also see all calls
16

You can also make a call with the green phone icon next to any phone number in Zoho

You can also make a call with the green phone icon next to any phone number in Zoho
17

While the call is dialling, make sure you open RACE to be able to control the call

While the call is dialling, make sure you open RACE to be able to control the call
Well done!
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