Call Reasons call-reasons
Allow your sales teams to select call reasons when making calls so your team can understand the why calls are being made.
Enable Call Reasons enable-call-reasons
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Click on the gear icon and select Settings.
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Under Admin Settings select Dialer.
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Select Enable Call Reasons.
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Choose your desired call reason requirement.
Create Call Reason create-call
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Click on the gear icon and select Settings.
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Under Admin Settings select Dialer.
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Click Manage Call Reasons.
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Enter your desired call reason name into the text field and click Add.
Select a Call Reason select-a-call-reason
Once call reasons have been enabled. Users can select one while making a call.
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Click the call button to launch the dialer.
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Enter the call information in the dialer and click Call.
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Select the call reason that best describes the call.
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End the call.
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Log the call.
