To better control the sales process via telephone, you can set up automatic creation of cards for all calls with potential customers.
How to enable auto-creation of cards
Go to «Settings» → «Communications» → «Calls» tab, where you will find a list of connected telephony services.
Open the phone number you want to activate auto-creation of cards for by clicking on the «pencil» next to it, or add a new phone number.
In the window, find the «Pipeline connection» field and select a value:
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No — cards will NOT be created automatically from calls;
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One-time — cards will be created only once, provided that there is no card with this number yet;
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Repeated — cards will always be created for repeated calls, provided that there is no card in working status (all statuses except successful and rejected) for this number.
Next, additional fields will open in which:
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Select the type of calls from which cards will be created: only incoming, only outgoing, or all — incoming and outgoing;
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Select a pipeline for creating cards. If you only have one pipeline, it will be selected automatically, and there will be no selection field;
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Specify the source from which the card will be created. If you do not select one, the card will be created with an empty value in the source field;
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Click «Save» and the settings will take effect.
How auto-creation of cards works
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After activating auto-creation, cards will not be created for past calls — only for new calls;
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Cards are always created with the status «New» in the selected pipeline. The contact number will immediately be pulled into the card and will also be displayed in its name, along with the call type;
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If the contact's phone number is added to a card without a saved buyer, but the customer exists in CRM (without a pipeline card), the system will create a new pipeline card for this customer.
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The user who received the call is assigned as the card's manager. If the call was missed, the manager field will remain empty.
