Contacts - Outbound Call to Supplier

Xander van Wyk

Created May 17, 2024

Contacts - Outbound Call to Supplier

How to make an outbound call to a supplier using the Contacts feature

10
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Laminin Demo

11 Steps
1

Click on Contacts

Click on Contacts
2

Select the Supplier you would like to contact

Select the Supplier you would like to contact
3

Click on New Case (No Call)

This will create a new case (also known as a ticket or lead) that can be used to phone the supplier.

Click on New Case (No Call)
4

Select the Channel (also known as the Campaign)

This will create the new case in the selected campaign which will provide the workflow for that campaign

Select the Channel (also known as the Campaign)
5

Click on Save

Click on Save
6

Click on Call to open the phone

Click on Call to open the phone
7

Select the number you would like to phone

This will start the call with the supplier

Select the number you would like to phone
8

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

To end the call, click on the red call hang-up button
9

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
10

Click on Confirm

Click on Confirm
11

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
Well done!
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