Making Calls In Playbooks

Overview

You may want to know how to start placing calls in Xant Playbooks.

Solution

There are several ways to make calls using Playbooks:

• Open an Account or a Play in Xant Playbooks - select a call task (phone icon) and the desired phone number of the prospect and click Dial.
  Note: You can open the required account by clicking on the view link in your CRM for records that are already imported.
  
  
  
  Also, an account page is automatically opened after you import a record from your CRM.
  
  
  
  
• Click on the Menu button in Playbooks and select Place a Call - then enter a phone number and click Dial.
  Note: If the phone number is not linked to any account, the call will be orphaned (not attached to any prospect).
  
  
• Calls can also be made from your CRM using the Click-to-call feature (if it is enabled) - click on any phone number in Salesforce/MS Dynamics and it will be dialed using Playbooks.
  
  
  Note: Make sure that you have configured your Agent Phone number and Caller ID before placing calls.

After you have ended the call, select a call result disposition, enter a subject (optional), and click Save.
Here are the available call results:

• No Answer – Prospect didn’t answer but no voicemail was left.
• Left Voicemail – Voicemail was left (either custom or pre-recorded).
• Contact – Reached someone (e.g., receptionist) but not the desired prospect.
• Correct Contact – Reached the desired individual.
• Disconnected Number – Message played that the number is no longer in service.
• Wrong Number – Call is going to the wrong person or company entirely.