Enhance your communication efficiency with this detailed guide on configuring call status triggers in Aesthetix. This article provides a step-by-step approach to setting up call status triggers that automatically update your CRM based on call outcomes, such as completed, missed, or follow-up needed. Discover the benefits of automating call statuses, tips for customizing triggers to fit your workflow, and how this functionality can improve team collaboration and client management. Perfect for sales and support teams looking to streamline their processes, this guide will empower you to maximize the potential of Aesthetix's call management features, ensuring that no communication slips through the cracks.
1. First, click on "Marketing"
2. Now, click on "Workflows"
3. Once that's done, click on "Create Workflow".
4. Click on "Start from Scratch".
5. Next, add a new trigger.
6. Following that, click on "Call Status".
7. Following that, click on "Add filters".
8. After, click on "Call Direction".
9. Select between Incoming and Outgoing
10. To end, click on "Save Trigger".
Did this answer your question?
😞
😐
😁
How to Configure Call Status Triggers | Aesthetix CRM
