Click Sales Tools on the main menu, and then click the Phone Scripts link.

The Phone Scripts that you create here will be available to you on the Contact Details page (in addition to any Phone Scripts that have been pre-written by your company and provided for your use).

To create a new phone script, click the +Add New Phone Script link, and you will be brought to the Add Phone Script screen where you can enter and save the phone script content.

The Phone Scripts you create display in a table with options to view edit or delete:

●    To view the content for phone script, click the View link for the phone script in the table, and the phone script content will display in a pop-up window/tab.

●    To edit a phone script, click the Edit link for the phone script in the table, and you will go to the Edit Phone Script screen where you can update and save the phone script content.

●    To delete a phone script, click the Delete link for the phone script in the table.