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How to setup and use Call scripts?

Call script templates, how to add them and where to use them when calling from Salestrekker

Lilly avatar
Written by Lilly
Updated over a week ago

To set up Call scripts go to Settings - Call scripts (in the left sidebar among “Templates” options). Press “+Add new” button in the top right corner. Insert name of the script and script text in a popup window and then hit “Save” button.

You can view and edit all your Call scripts in settings. To delete them, highlight the check box of an unwanted script and go to “Actions - Delete”.

How to use Call Scripts.

Your scripts will be available to you when you are making phone calls. Open chat in the bottom right corner and select phone. Under “Scripts” part of the window, you will see all your available scripts you can open and read while you are making calls.

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