- Set your default subject
- Decide if your users will edit subject in the widget, or if subject should be fixed
- Add any new or existing Task picklist to the FastCall widget
- Enable, then set your call goals
- Enable the process to update your Lead status after a call
- Set your call results and how they interact with call count, lead status and call score status
OK, now for the good stuff!
FastCall includes an Apex Job – which runs in the background – to score and count your calls.