Making calls through SmartReach
The calls are placed via the SmartReach extension, make sure you have downloaded it - Download here
Create a calling Step: (In Campaigns)
Step 1: Set up the steps for calling and starting your campaign.
You can create a sequence within your campaign. One can either create a multi-channel campaign and set up a calling step, or can create campaigns with only calling steps:
![how to create a calling step using SmartReach](https://files.readme.io/c395562-ezgif.com-video-to-gif_4.gif)
Step 2: After launching the campaign, go to the "tasks" section, select the prospects, and click "Run Task"
![how to create a calling step using SmartReach](https://files.readme.io/76dc923-Making_calls_through_SmartReach.webp)
Step 3: Once you click"Run Task" the SmartReach extension pops up, and you can continue to run tasks from there
![how to create a calling step using SmartReach](https://files.readme.io/2b42c3f-Making_call_through_SmartReach.webp)
Step 4: Select appropriate actions after completing the call.
![how to create a calling step using SmartReach](https://files.readme.io/5c11015-Screenshot_2023-11-23_at_11.30.58_AM.png)
Step 5: Choose a response sentiment and gain a clear understanding of prospects through the reports
![how to create a calling step using SmartReach](https://files.readme.io/08b3869-Screenshot_2023-11-23_at_12.40.17_PM.png)
Calling a Prospect Manually
Step 1: Launch the Extension, and create a calling task, make sure that the prospect is already added to your SmartReach account.
![how to create a calling step using SmartReach](https://files.readme.io/9f9b64b-Making_calss_through_SR.webp)
Step 2: Continue with the general calling steps
![how to create a calling step using SmartReach](https://files.readme.io/1a5428b-Making_call_through_Smartreach_1.webp)
Updated about 2 months ago