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Phone and call routing

Team members with phone permission can place calls. Plan how incoming calls reach representatives, with departments, greetings and ringing duration. Keep call records linked to the contact.

HOW IT FITS YOUR DAY

Calling belongs in your daily workflow.

A clinic scenario

A representative calls Elif before her first consultation. The number, call duration and note draft stay with the same contact.

  1. 01

    Choose the contact and number to call

  2. 02

    Prepare your note during the call

  3. 03

    See the call outcome in the contact history

TRY IT YOURSELF

Phone and call routing

A representative calls Elif before her first consultation. The number, call duration and note draft stay with the same contact.

Try this feature’s workflow with sample data.

DENTIGMA

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