Outbound Call to Supplier via a Customer Contact

Created by Etienne Marais, Modified on Fri, 17 May, 2024 at 4:12 PM by Etienne Marais

How to make an outbound call to a supplier via a customer contact using the Contacts feature.

This is useful if you want to phone a supplier with regards to a customer and ensure the call recording is part of the Customer's records.

In order to phone suppliers via a customer contact your Laminin profile will need to be correctly configured by the System Administrator to enable phoning suppliers.

View this guide in Tango

1. Click on Contacts

Click on Contacts

2. Choose the customer profile that you want to phone the supplier from

Choose the customer profile that you want to phone the supplier from

3. You can either click on Open Case to open an existing case or New Case (No Call) to create a new case

You can either click on Open Case to open an existing case or New Case (No Call) to create a new case

4. Click on Supplier

Click on Supplier

5. This will open a list of suppliers, choose the supplier you want to phone

This will open a list of suppliers, choose the supplier you want to phone

6. Select the number you would like to phone

This will start the call with the supplier

Select the number you would like to phone

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

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

8. 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

9. Click on Confirm

Click on Confirm

10. 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

11. The call and call recording is now part of the customer case

The call and call recording is now part of the customer case

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.