Using custom phone call prompts that are not part of your automated reminders is easy!


FROM THE WEB APP

Step 1: Go to the customer record > custom message > phone call
Step 2: Select a template or create a call prompt from scratch.

Step 3: (Optional) manage your custom calls in your Call Center > Scheduled Calls
Step 4: Done.

Time Saving Tip: If you are scheduling the same custom call prompt for multiple customers create a saved message template.


FROM THE MOBILE APP

Step 1: Tap on a customer record

Step 2: Tap the 'Contact' action button.

Step 3: Tap 'Schedule a message or call'
Step 4: Select type & date,

Step 5: Done!

Did this answer your question?