1. Calling back from the “Leads” tab
This is the fastest way to contact a lead.
Steps:
Go to the Leads tab
Find the lead you want to call back
Click the phone icon
In the pop-up window, choose the type of call:
Call now – immediately connect with the customer
Schedule a call for later – plan the contact for a later time
Confirm the action
2. Calling back from the lead details viewThis option allows you to review the lead’s information before making the call.
Steps:
Go to the Leads tab
Click the eye icon (Lead details) next to the selected lead
In the lead details view, click the phone icon
Choose the call type and proceed with the callback
When should you use this feature?
When a call was missed
When the customer asked to be contacted later
When you want to follow up on a previous request
When additional contact is needed after an earlier conversation
Additional information
This feature applies only to leads that already appear in the Leads tab
Call history is available in the lead details
You can decide when to call back (immediately or later)