How the agent calls leads from your CRM
A dial list from your CRM tells the agent which leads to call. The leads stay in your CRM and are read from there.
On the agent page click "Configure", then "Outbound calls"
Under "What starts a call?" choose "CRM" and click "Set up"
Under "Where are your leads?" pick a lead source
No source yet? Click "+ Add lead source". See how to connect a CRM.
Under "Who gets a call?" choose which leads get a call
Below it you see how many leads match and have a phone number.
Check that the "Check" line says "Ready", and click "Create"
Turn on the switch on the list card
The agent starts calling during calling hours. "Log" shows what happened to each lead.
How does the agent know the lead's name?
Variables in the script take their value from CRM fields. See how to use the customer's name in a call.
For leads that arrive from your website or another system: how to trigger calls through the API.