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Did You Know?  Click-to-Call and Call Logging

22/10/2019

 
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​In the latest version of AutoPlayAuto.com you can now click on the Phone or Mobile number field to automatically make a phone call on any compatible device.  If the field is editable there will be a green 'CALL' button.  If the field is not editable simply click on the Phone number to prompt the call.
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After clicking on the phone number or the CALL button your call will be logged in the Sales Pipeline in 3 places.
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  • in the Lead Audit screen (must have Audit role enabled)
  • in the Lead History popup
  • in the Communications section on your lead under 'Phone Calls' on both the Lead and Customer screens
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The Lead Progress will also be automatically updated to 'Phone Call Made' (if Progress is past 'Phone Call Made' it will date stamp the appropriate Progress step but will not update the leads current progress).  Note - this only works with the standardised list of Lead Progress steps.
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At this stage AutoPlay cannot record and capture phone conversations directly via the AutoPlayAuto.com application.

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