Questions and Call Scripts

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Call script

Will display a script in the Lead Log for the user to read from. This displays below the history notes text box.

To add a Call Script:

1. Navigate to Administration > Call Scripts (Under the "History Settings" header.)
2. Click "Add New Call Script" on the top right of the page.
3. Give your script a Name.(Note that this item can Tree. To learn more about treeing and organizing using Treeing, click here.)
4. Give the script a Description, this will help Identify what this call script is for.
5. Now you can write your Call Script. Note that you can use Lead substitutions to help your staff have more fluid calls. 
6. The substitutions will populate the information once selected in the lead. The below image is the same script as above but displayed in a lead. The script displays under the history section of a lead.

Questions 

Will display a list of questions in the Lead Log for the user to fill out. This displays within the history notes text box.

To add Questions:

1. Navigate to Administration > Questions (Under the "History Settings" header.)
2. Click "Add New Question List" on the top right of the page.
3. Give your List of Questions a name (Note that this item can Tree. To learn more about treeing and organizing using Treeing, click here.)
4. Add a description, this will help identify what these questions are for.
5. When typing your questions, remember that each question will be entered on a new line.
6. Click "Add new question list" to save.
7. Now leads will be able to have that question list added to the history note.
8. The user just needs to go to a lead, find the history tab, and select the questions from the "Insert Questions into Notes" drop down.