Did You Know – Automatically Qualify/Add Data From a Call Flow
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Posted Mar 22, 2024 5 min read
Did You Know – Automatically Qualify/Add Data From a Call Flow

Call Flows are a great way to automate transferring calls to the right department and reduce wasted time for your clients.

But they're even more powerful than many users know.

You can also automatically add lead data to users who follow a certain path in your call flow.

With this feature, you can:

Qualify leads who connect with certain departments
Add sales/quote value to anyone who inquires about a specific service
Mark leads as Spam if they don't follow certain actions like pressing a number
The possibilities are practically endless.

And best of all, it's as easy to do as adding an extra step in your call flow.

Here's how to do it.

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