Automation
Call goals and scheduled attempts
Define what a call should achieve and schedule attempts for selected contacts.
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What shapes the experience
A call-goal template, agent, target contacts, attempt spacing and permitted calling windows.
What to know
This is different from the owner daily check-in and the next-step follow-up planner. Scheduled work still passes current contact, account and calling checks; an attempt does not prove the goal was achieved.
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Need setup steps or troubleshooting? Browse the written help guides.