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How to create a Lead from an incoming call?
How to create a Lead from an incoming call?

Step-by-step instructions on how to create a leads from an incoming call

Xenia avatar
Written by Xenia
Updated over a month ago

Creating Leads On Calls

To create Leads automatically on incoming calls, you need to connect and configure a VoIP integration. You can do this on the Settings > Integrations page. Once the integration is complete, your RemOnline interface will be expanded with the “Call” widget.

Step 1: Hit the + Lead button.

Step 2: Fill the necessary information and click Create.

You can learn more about the Leads block in the Help Center section.

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