Let's Look at What to Do After a Call Ends
Once you place a call, the work is never over. This is exactly why we give you the ability to trigger a follow-up Workflow or add Notes to your contact after ever call. Yes, it is really that easy!
In this article you will learn step-by-step how to automatically trigger a follow-up workflow and add notes after every call.
Trigger Workflow Steps
1. After every call ends, you will automatically be taken to the screen below. Click on the Trigger Workflow Dropdown.
2. Choose the Workflow that you would like to trigger.
3. Click the Save button on the top right hand of the screen.
Add Notes Steps
1. After every call ends, you will automatically be taken to the screen below. Type your Notes in the Add A Note Section and Click on the Save button on the top right hand corner.
We appreciate you taking the time to review your after call follow-up options! If you have questions, contact us at firstname.lastname@example.org.