1. Introduction
You will learn the step-by-step process on how to dial a lead.
2.Access CRM Module
First, you're going to go to your CRM.
3. Open Leads Section
You're going to click on leads.
4. Select Lead Record
Then click the small little icon next to the lead's name. This will take you to their profile.
5. Open Lead Dialer
Once you're in their profile, you're going to click this small telephone icon.
6. Initiate Call
The dialer will open up in the bottom right hand corner. Once it does, you will click that small green telephone icon. This will call the lead automatically.
7. Return to Leads List
There is also another way to dial leads. You're going to want to go back to the CRM, by clicking leads in the upper left-hand corner.
8. Select Another Lead
Now that you're back at the CRM, you're going to see the section called quick connect in this section, you can click the green icon next to the lead that you desire. This will also open up the dialer for you.
9. Access Lead Details
You'll click that green little telephone icon at the bottom and it will dial the lead for you.
10. Finalize Lead Interaction
Once you're done with the call, you just press this little X icon at the bottom.
That brings us to the end of this tutorial. If you have any more questions or concerns, make sure you reach out to our help desk!