Contacts - Outbound Call to Supplier via a Customer Contact

How to make an outbound call to a supplier via a customer contact using the Contacts feature. This is useful if you want to phone a supplier with regards to a customer and ensure the call recording is part of the Customer's records.

In order to phone suppliers via a customer contact your Laminin profile will need to be correctly configured by the System Administrator to enable phoning suppliers.

Laminin Demo

  1. 1. Click on Contacts

    Click on Contacts

  2. 2. Choose the customer profile that you want to phone the supplier from

    Choose the customer profile that you want to phone the supplier from

  3. 3. You can either click on Open Case to open an existing case or New Case (No Call) to create a new case

    You can either click on Open Case to open an existing case or New Case (No Call) to create a new case

  4. 4. Click on Supplier

    Click on Supplier

  5. 5. This will open a list of suppliers, choose the supplier you want to phone

    This will open a list of suppliers, choose the supplier you want to phone

  6. 6. Select the number you would like to phone

    This will start the call with the supplier

    Select the number you would like to phone

  7. 7. To end the call, click on the red call hang-up button

    To end the call, click on the red call hang-up button

  8. 8. Select the appropriate call disposition depending on the outcome of the call

    The available dispositions is dependent on the workflow configuration for this campaign

    Select the appropriate call disposition depending on the outcome of the call

  9. 9. Click on Confirm

    Click on Confirm

  10. 10. To close the phone, click on the red cross in the upper left corner of the phone

    To close the phone, click on the red cross in the upper left corner of the phone

  11. 11. The call and call recording is now part of the customer case

    The call and call recording is now part of the customer case