ezyCollect

How to include scheduled "Calls" in your communication workflow&nbsp;

Simply go to Communication Rules, click View and Edit to the follow up where you want to insert the Call. Change the Communication type to Call.&nbsp;

You will also have an option to send an email if call not completed after a certain number of days (1 to 5) or turn this feature off.&nbsp;

Once done, click Save and Enable. It will ask you to reconfirm and to finalise click on the Proceed to Change Communication Plan button.&nbsp;

The scheduled Call will now be part of your communication workflow.&nbsp;

<b>Important Note</b>: Please note that ezyCollect will not and do not make phone calls on your behalf to your customers 

Related Webinar: <a href="http://help.ezycollect.com.au/en/articles/4353983-webinar-how-to-make-more-effective-collection-calls">How to make more effective collection calls  </a>

setting up call as part of your communication workflow

Setting up scheduled Call Tasks [Need to Edit]

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Related Webinar: How to make more effective collection calls