Subject: This article serves to guide Orum users through adding and removing numbers for prospects.
While there is a native "Remove" feature in Orum, it is important to note:
1. That the feature only removes the number from being dialed in Orum
2. Will have no effect on the prospect or task associated with the prospect in the CRM
3. The 3 ways a prospect or number can be blocked in Orum
-From the remove button on the connect screen or dialer tab
-From a disposition with automation - we only apply the suspension to the current user, unless the org has set this disposition up to place the prospect on a Do Not Call list in their CRM or SEP, in which case would likely be org-wide.
-Orum automatically puts numbers on a list after failing to call them too many times - applies to everyone.
4.) Important to note that in Orum, The remove feature will only apply to the suspension for the current user, and will NOT apply the suspension across all reps using Orum.
In Orum you can remove a number for a prospect by:
1.) Using disposition automation-
From the admin settings view navigate to the "Integration" tab, and then scroll to dispositions. Click the edit button and then view the drop-down menu showing what automation is available.
You can then select "remove number" and whenever the disposition edited is selected, this number will be removed, even if the prospect is different.
2.) You can remove a number for a prospect by checking the box to the left of the prospect's name or alternate number, and then clicking the red remove button above the call list.
Once you click remove, a pop-up will appear asking if you would like to remove the prospect, even if at a different number, or if you would like to remove the number, even if the prospect is different.
To remove only the number, select the bottom check box, and then click remove again to save.
For more information on how to edit a prospect's information in the CRM please see:
- In Orum: Check out this article!