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Call Routing Workflows Overview
Updated over a week ago

Using the CRM IQ graphic element, you can configure a call routing workflows for your tracking sources and link the call routing to a schedule. You can see at a glance the call routing menu and submenu items and the prompts included with each. The menu describes the available prompts, and then when a caller presses a button corresponding to a prompt, the IVR system routes the call according to the prompt's routing rule. You can add between one and nine prompts to schedules.

You can add a call routing workflow to either the default routing settings and apply it to multiple tracking sources or to an individual tracking source that is not linked to the default routing settings.

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