Receiving an Inbound Call

  • RingResponse is displayed in the tool bar. To receive a call from a lead or another SalesExec user, select Answer. 
  • You can open a lead and navigate to the Lead Details Screen by selecting Open Lead. Depending on the configuration settings of the call flow, when the call is answered, it is automatically assigned to the user answering the call.

Inbound Call

  • A user can deny a call as well by selecting Decline. If the call is from a lead and depending on call flow settings, another user who is a part of the same call flow will have an opportunity to answer. If it is a transfer from another SalesExec user, they will be notified that you denied the transfer. 
  • As a user, you also have the option to set yourself as Unavailable. By doing so, this will prevent incoming calls from being transferred to you from other users or through configured inbound call flows. You can make yourself available and unavailable at any time.

Set Yourself as Unavailable

Note:  Depending on call flow configuration, automatic cool periods are configured before receiving your next call. This allows you the opportunity to make notes on your lead or determine the outcome before taking the next call. You should consult with your SalesExec administrator for these times. 

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