Fulfill a telesales sequence

Connect with leads or customers using the click-to-call outbound calling capability in telesales flows.

Avant de commencer

Role required: Sequence executor [sn_crm_sequence.executor]

Procédure

1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
2. Select the List icon .
3. Navigate to Sequences > My Sequence Tasks.
4. Select a sequence task record.
5. In the record, select the Sequence Steps tab.
6. Review detailed call task information by selecting Call task details.
7. Select the Call icon next to the Callback number field to start an outbound call.
8. Complete the activity by setting the following fields.

   Field	Description
   Reason	Call outcome. The available options are: Resolved: The call task was successfully completed and the goal met. Timeout: The task expired because it was not accepted or acted upon in the allowed time. Max attempts exceeded: Multiple attempts to connect or complete the task failed, reaching the configured limit. No show: The customer did not join the scheduled call. Cancelled by agent: The assigned agent manually cancelled the task before completion. Technical issue: Call task could not proceed due to a system or connectivity problem. Other: The task ended for a reason not covered by the predefined categories.
   State	Status of the call task. The available options are: Open: The task has been created but work has not yet started. Work in Progress: The task is actively being worked on. Closed Complete: The task has finished successfully and all required actions are done. Closed Abandoned: The task was closed without completion, usually due to irrelevance or inability to proceed. Cancelled: The task terminated before completion.
   Work notes	Optional field for capturing internal work notes.

9. Select Save.
10. On the Sequence Steps tab, select Mark Complete to indicate you have finished all activities in the sequence task.

Tâches associées

• View sequence tasks