Contacts - Outbound Call to Customer

Xander van Wyk

Created May 13, 2024

Contacts - Outbound Call to Customer

How to make an outbound call to a client using Contacts

15
    d

Laminin Demo

12 Steps
1

Click on Contacts…

Click on  Contacts…
2

Click on the client name

This will open the client's profile where you can view open cases and create a new case

Click on the client name
3

Click on New Case

This will create a new case (also known as a lead or a ticket) that can be used to make an outbound call to the client

Click on  New Case
4

Select the Channel

This is the campaign where the case (also known as a lead or a ticket) will be created in

Select the Channel
5

Click on Save

Click on Save
6

If your browser asks you to allow Laminin to access your microphone, select "Allow on every visit"

Laminin needs to access your device microphone to make calls. By selecting "Allow on every visit" you only need to perform this action once, the next time you want to make a call your permissions will already be set correctly.

If your browser asks you to allow Laminin to access your microphone, select "Allow on every visit"
7

Click on Call

To initiate the call to the client, click on the Call button to open the phone

Click on  Call
8

Click on the green call button

On the phone, click on the green call button to start the call

Click on the green call button
9

Click on the red call hangup button

To end the call, click on the red call hangup button

Click on the red call hangup button
10

Select a Call Disposition from the list

Select a disposition according to the outcome of the call

Select a Call Disposition from the list
11

Click on Confirm

Click on  Confirm
12

Click on the red cross

To close the phone, click on the red cross

Click on the red cross
Well done!
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