Call Reasons

Allow your sales teams to select call reasons when making calls so your team can understand the why calls are being made.

NOTE

Admin permissions required

Enable Call Reasons

  1. Click on the gear icon and select Settings.

  2. Under Admin Settings select Dialer.

  3. Select Enable Call Reasons.

  4. Choose your desired call reason requirement.

Create Call Reason

NOTE

You can create a maximum of 15 Call Reasons.

  1. Click on the gear icon and select Settings.

  2. Under Admin Settings select Dialer.

  3. Click Manage Call Reasons.

  4. Enter your desired call reason name into the text field and click Add.

Select a Call Reason

Once call reasons have been enabled. Users can select one while making a call.

  1. Click the call button to launch the dialer.

  2. Enter the call information in the dialer and click Call.

  3. Select the call reason that best describes the call.

  4. End the call.

  5. Log the call.

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