Contacts - Outbound Call to Customer
How to make an outbound call to a client using Contacts
Laminin Demo
1. 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
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
4. Select the Channel
This is the campaign where the case (also known as a lead or a ticket) will be created in
5. 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.
7. Click on Call
To initiate the call to the client, click on the Call button to open the phone
8. Click on the green call button
On the phone, click on the green call button to start the call
9. Click on the red call hangup button
To end the call, 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
11. Click on Confirm
12. Click on the red cross
To close the phone, click on the red cross
