Using a Script to Prompt You Through a Telephone Conversation
Once a call script is created, select the Script tab to guide you through a telephone conversation and record answers given by a contact.
Attention: The person with whom you want to converse must be in the database as a contact before you can use a call script in a telephone conversation with them.
1. Verify that the Script Code and Script Name fields display the name of the script you want to use.
Select Inbound if you are using a script during a call initiated by a contact.
Select Outbound if you are using a script during a call you initiated.
2. Use the Comments field to record any general comments a contact makes that are not related to a specific question or answer.
3. Read the question to the contact.
4. Check the box to the left of the appropriate answer.
5. If a contact has comments related to the answer, enter them in the Comments field.
6. Continue working through the script.
Choose the up arrow (?) button to move forward through the script.
Choose the down arrow (?) button to move backward through the script.
To use a call script: