Calling and the call queue
Call leads one after another and save the result of every call.
The call queue
Press Start calling (Calls → Call queue). The CRM picks the next lead for you, in this order: overdue follow-ups, follow-ups due today, new leads never called, then leads that did not answer. The reason is shown at the top.
- Tap Call. On a phone the dialer opens; on a computer, dial on your phone.
- When you come back, the How did the call go? box opens with the time you were away as the call duration.
- Pick the result — Connected, No answer, Busy, Switched off or Wrong number — add a note, the next follow-up and (if it changed) the stage.
- Save. The next lead appears.
Use the quick buttons for the follow-up: in 1 hour, tomorrow 11 AM, in 2 days…
Calls from the mobile app
With the Android app every call to or from a lead is noticed. When the call ends, a popup asks for the result, and the duration and (when the phone allows it) the recording are saved automatically. See Mobile app.
Cloud telephony
If your admin connected Exotel or another provider (Settings → Telephony), a Cloud call button rings your phone first and then the lead. Calls and recordings come back into the CRM by themselves.
WhatsApp after a call
The WhatsApp button on a lead opens a chat with a ready-made message (e.g. "Sorry we missed you"). Every message is written on the timeline.