How to Assign Scripts to Teams or Lead Status

Within a project you have the ability to add multiple scripts that can then be assigned to specific Teams or to specific Lead Statuses.  After your scripts have been data entered you may assign as follows:

  1. Login as an Admin
  2. Select the Project
  3. Go to Field Customization
  4. Select Call Scripts
  5. Select Assign Scripts To Teams Or Lead Status
  6. Select which basis you want the script assigned by:  Team or Contact's Lead Status
  7. Select the Assigned Script for the corresponding Team or Lead Status
  8. Save

Note:  From now on any new Team or Lead Status that you create will be assigned <<None>> and no script will appear until you come back to assign a script to it.

 

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