Transfer a Contact
You can easily assign leads to different users on the CallAction platform.
Improving the Contact Hand Off
Transferred contacts can be automatically sent introductory text messages and an automated response from the new user
Common Uses of Lead Assignment
Transfer contacts between salespeople
ISA to Agent assignments or vice versa
Sales to staff
How to Assign a Contact to Another User
Login to CallAction
Go to Conversation view
Find the Contact to transfer
Click on the top right Actions
Toggle Send Notifications if you want text notifications sent
Select the user to assign / transfer the contact to
Click Assign Contact
Done, the contact will now be transferred out of the account to the new account. The new user can also start a drip campaign to do long-term follow up.
How to Edit Contact Assignment Text Notifications
Login to CallAction
Click on Numbers
Click on Manage of the phone number to edit
Click on Call Settings button
Click on Advanced Settings
Go to Contact Assignment section
Edit text messages
Click Save
Done. You can now have seamless contact transfers between users.
Try CallAction Now
CallAction is an intelligent marketing automation platform engineered to help increase lead conversions and engagement of leads. System captures, responds and tracks leads from the three primary forms of communication, calls, emails and text messages.
Schedule a personalized demo to see how automated follow-up and intelligent lead routing can improve your response time and conversion rates.