Create contact and log successful calls to CRM
Create contact and log successful calls to CRM
Your batch dialer call dispositions and recordings aren't captured in CRM, leaving agents without context for new leads. It adds contacts, logs calls with notes and tags so reps follow up same day.
Overview
When call-qualified prospects from your dialer never make it into the CRM, agent follow-up lacks context and momentum. This flow creates contacts, logs calls with recordings and tags so your agents can respond with full context the same day.