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• Calls can be placed via the Phone action tool on the right side of inflow

  • Clicking on the Phone icon will display the list of all the phone numbers populated in the lead’s details

• User can click on any of the numbers to start calling to that phone number.

  • Such calls are called outbound calls which are routed from Insellerate to any of the borrower’s phone numbers

• All call attempts will be listed under Lead History and Call Activity

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Outbound call route from Insellerate

• Call is first placed to the agent’s work phone number from a Ytel number purchased for the org and then routed to the borrower’s number being called

• Once a call has started, there is no way to end it unless the agent hangs up before he is connected to the borrower or never answers the call