NexJ Logo

Activating call script templates for leads

Activate or deactivate call script templates for leads to make them available or unavailable to users. Activate a call script template to make the call script available for lead calls. Activating a template prevents you from editing its properties. Deactivate a template to make it available for editing.

To activate or deactivate a call script:

  1. Navigate to the Customize workspace.
  2. In the Lead Management tab, select the Call Scripts subtab.
    A list of call list templates displays.
  3. Select a template from the list, then do one of the following:
    • If you want to activate the template, click the Action button , then select Activate.
    • If you want to deactivate the template, click the Action button , then select Deactivate.

The call script is activated or deactivated.