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All inFlow status sections contain hyperlinked numbers for the leads.
The phone number displayed in the Phone column is the mobile phone number of the lead.
An empty Phone column means no mobile phone number is populated for the lead.
All reports except My Pipeline and My Reports contain popups with lead details.
Within the Leads Details popups, the Phone Number column is displayed with a hyperlink.
Clicking on the hyperlinked numbers starts a call.
This hyperlinked number is displayed only if the organization has Lead History Link permission in Superadmin.
Phone Icon within an Application
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Calls can be placed via the Phone action tool on the right side of inFlow.
Clicking on the Phone icon displays the list of all the phone numbers populated in the lead’s details.
Users can click on any of the numbers to start the calling process.
Such calls are called outbound calls. They are routed from Insellerate to any of the borrower’s phone numbers.
All call attempts are listed under Lead History and Call Activity.
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Outbound Call Route from Insellerate
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