Note
Users need to be using the Total Expert Dialer as their preferred dialer communication method. Click HERE to learn more.
- Your status must be set to Active.
When an incoming lead calls the inbound call campaign number, you see a window that displays the campaign phone number. Accepting the call opens the full dialer feature.
- Users who answer hear a message to press ‘1’ to accept the lead.
- Message Text: “Please press 1 to accept the lead”
- As this is happening, the inbound lead call is matched to the most recently created/updated contact or lead.
- A new lead is always created.
- The user who accepted the lead hears a message about connecting:
- Message: “You have been successfully assigned to the lead for [lead name]. Please press 1 to be connected with [lead name] now, or you may hang up if you plan to call later."
- Pressing 1 connects you to the lead.
- You see a pop-up box to add additional lead details if you are active.
- Input the lead information details and click Create Lead.
