Adding call script templates for leads
Add a call script to specify the questions and answer fields that a user follows when they run a call script.
Each call script template contains one form. Forms consist of pages that contain questions and their corresponding answer fields. When a user runs a call script for a lead, they use the form to ask questions.
Each form also has a flow, which specifies the order in which pages in the form display.
To add a call script template for leads:
The call script is added and its Pages and Flow tabs display.
You have created the call script. Add pages and specify a flow to finish creating the form. Complete the following procedures:
- Add pages to your form and configure them. See Configuring pages.
- Configure flows for your form. See Configuring form flows.
- You can configure flow templates. See Configuring flow templates.
Related links
Configuring pages
Configuring flow templates
Configuring form flows