Telephony and Campaign Call Tasks
To complete a call task for a campaign recipient click on the CALL button in the campaigns task tab.
The RC dialer will pop up, along with a 'Call Details' box.
The number will be auto-dialed for you. (Note: When the RingCentral phone app launches from a 0 state (meaning it wasn’t open running in the background) it will not automatically dial the phone number but on subsequent attempts it should auto dial.)
Utilize the 'Call Details' box to log the call over to SFDC and to reference the 'Talking Points' you created for this Call Touch.
DO NOT CLOSE OUT THIS BOX, MAKE SURE TO FILL IN THE CALL DETAILS > SAVE AND LOG> AND THEN SAVE TO RECEIVE CONFIRMATION THAT THE CALL TAKS WAS CREATED. If this is not completed, the call task will not be logged and the user will not progress in the campaign.
- Select the outcome either as 'connected' or 'did not connect'
- Click the drop down button to see if any of the 'call dispositions' are applicable.
- Add Call Notes
- Make sure to then hit 'Save and Log'
- Check to see if the task info looks good and hit SAVE.
You should then see a confirmation message letting you know the call has been logged to Salesforce. You can click on 'View created task' to go the SFDC page create for the task, or wait a few seconds for the box to close out on its own.