How to phone a customer contact through the Contacts module

View this guide in Tango

1. Click on  Contacts…

2. Click on the customer name

This will open the customer's profile where you can view open cases and create a new case

3. Click on  New Case

This will create a new case (also known as a lead or a ticket) that can be used to make an outbound call to the customer

4. Select the Channel

This is the campaign where the case (also known as a lead or a ticket) will be created in

5. Click on Save

6. If your browser asks you to allow Laminin to access your microphone, select "Allow on every visit"

Laminin needs to access your device microphone to make calls. By selecting "Allow on every visit" you only need to perform this action once, the next time you want to make a call your permissions will already be set correctly.

7. Click on  Call

To initiate the call to the customer, click on the Call button to open the phone

8. Click on the green call button

On the phone, click on the green call button to start the call

9. Click on the red call hangup button

To end the call, click on the red call hangup button

10. Select a Call Disposition from the list

Select a disposition according to the outcome of the call

11. Click on  Confirm

12. Click on the red cross

To close the phone, click on the red cross

For any questions or additional support, please mail our team at support@lamin.in