📞Receiving Calls

Here's how to manage incoming calls

Let's take a look at how to manage incoming calls.

Incoming calls will appear and ring on your screen.

Accept the call using the button.

Whilst connected to the call, you can update caller information, add tags and notes.

View lead insights

Allowing you to capture all relevant data and information in real time.

To end the call, click the red 'End Call' button.

Once the call has ended, a Call Summary window will appear.

Here you can assign the lead to a user or team, score the lead, mark their interest, update the outcome of the call, and add further notes.

The call will be logged on your Leads page

There are several 'quick action' buttons where you can:

• Assign the lead to a user or team

• Set the qualification status

• View call info

• Review call recording

• Add tags

• Assign a lead status

You can also delete, call or send SMS.

Select the Lead ID to open a preview screen.

Lead Preview allows users to manage all aspects of the lead.

Quick action buttons to

• Callback via another device

• Call

• SMS

Manage and qualify the lead

View all Lead information, lead data, insights, activities, and timeline.

If you need any further assistance please contact our Support Team via Live Chat or [e-mail]​

Or visit our YouTube Channel for Supporting Videos