Missed calls and phone leads
Can phone calls update my CRM automatically?
Yes. The call workflow can create or update a contact, attach the call outcome, save notes or a summary, set a status, and create a follow-up task. Match the caller to an existing record carefully so one person does not become several duplicate contacts.
What to check
- How will callers be matched to existing records?
- Which call details should be saved?
- What follow-up should be created from each call outcome?