Outbound Call to Supplier

Created by Etienne Marais, Modified on Fri, 17 May, 2024 at 3:45 PM by Etienne Marais

How to make an outbound call to a supplier using the Contacts feature

1. Click on Contacts

Click on Contacts

2. Select the Supplier you would like to contact

Select the Supplier you would like to contact

3. Click on New Case (No Call)

This will create a new case (also known as a ticket or lead) that can be used to phone the supplier. You can also open an existing Case if there is already one open and you want to phone the supplier regarding the open Case.

Click on New Case (No Call)

4. Select the Channel (also known as the Campaign)

This will create the new case in the selected campaign which will provide the workflow for that campaign

Select the Channel (also known as the Campaign)

5. Click on Save

Click on Save

6. Click on Call to open the phone

Click on Call to open the phone

7. Select the number you would like to phone

This will start the call with the supplier

Select the number you would like to phone

8. To end the call, click on the red call hang-up button

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

9. Select the appropriate call disposition depending on the outcome of the call

The available dispositions is dependent on the workflow configuration for this campaign

Select the appropriate call disposition depending on the outcome of the call

10. Click on Confirm

Click on Confirm

11. To close the phone, click on the red cross in the upper left corner of the phone

To close the phone, click on the red cross in the upper left corner of the phone

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

When logging a ticket with the Laminin support team, please provide as much information as possible. This can include references to specific leads or recordings as well as descriptions and screenshots of your own troubleshooting.