You can create calls and assign them to your sellers.
To create a call, you need to navigate to SALES PERSON > CALL - CREATE:
You need to fill out the following:
Editing a call happens either in OVERVIEW or CALL. Just click on the pencil.
You can begin a call either in OVERVIEW or CALL.
Here, other than making calls, you can see statistics of your performance and what's planned for you.
To make a call, click on the green phone-icon.
Here you can see the calls that are assigned to you.
To make a call, you can either press on the green phone-icon or the Begin call button.
When a call has begun, you have the following options:
Please note, these errors can depend on your browser setup.
If this problem persists, please contact our support.