External communications - How to use call

1. Click "Marketing"

2. Click "workflows"

3. Click "Create Workflow"

4. Click "Continue"

5. Click "Add your first action"

6. Select "Call"

If the contact has been assigned to a user, the event will initiate a call to the assigned user's phone and play the whisper message.

• If the contact is unassigned, the event will call the number specified in Settings > Company tab > Company Phone field and play the whisper message.

• When the call recipient presses any key during the call, we will dial the contact and bridge the call if they answer.

7. Select "Assign to User"

Click on "Assign to User" if you want the calls to be routed to the assigned user's phone number.

8. Input "Call Whisper"

The default call whisper message is "You have a new lead, (Lead's Name). Press any button to connect."

- Modify the call whisper message in this field.

- Use the Tag icon on the right side to select preferred custom values.

9. Add "Call Timeout"

Adjust the call timeout by using the up and down buttons on the right side.

10. Toggle switch to "Disable voicemail detect"

By default, when the lead cannot answer the call, the message "Couldn't connect with the lead" will be heard, and the call will end without leaving a personalized voicemail.

- To enable personalized voicemail, toggle on the "Disable Voicemail Detect" option.

11. Click "Save Action"