We have made some changes to further improve the experience and usability of Forefront!
We’ve made multiple improvements on Forefront “CallScripts”
Mandatory/Required Fields
You can now set specific fields in your Callscript so you can ensure your team or cold callers fill up all the important information for the lead.
Default Callscripts and Direct access to Callscripts within the lead.
You can now set a default Callscript which can be used to update and add more information on the fly whenever you are speaking on the phone with the seller, rather than clicking tons of buttons you can just open that default Callscript and add more information while speaking with them!
The Callscript will be pre-populated with the lead info that exists for the lead. And will update the lead info when saved (instead of creating a new record like the normal use of a call script would)
Setting a default Callscript:
How to use the Callscript in the Lead
If you have any ideas on how to improve Forefront or find any bugs please email us at support@forefrontcrm.com and join us every other Wednesday at 10:00 CST for a Zoom Q&A session. The next session is on May 11th Here is the link: https://us02web.zoom.us/j/85862761994
release notes
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