Call Script Module is a bundle of individual modules that
help you to create and maintain a record of all questionnaires /enquiries and
The “Script” module keeps track of all questionnaires that
have been and will be created.
When creating a script, you can edit the score needed to
pass the questionnaire, decide if a scoring board is required and establish which
leads can answer the questionnaire based on their assigned user.
In the detailview of the newly created script, we can add
A place and a name must be specified in the questionnaire,
for each question, and if desired, a helping note. For every question an
indefinite number of answers can be defined.
Each answer can have an editable value, it can be a text box
or it can be a checkbox, for multiple choices. The order in which the questions
are put and the number of points for each answer can be both edited. Depending
on the answer, the next question in the questionnaire can be different.
A questionnaire can be started from the action button “New
Call Script” in the detailview of every existing Lead in the SugarCRM instance,
or by the user when answering a call from an existing lead, if a Call manager
is installed on the SugarCRM instance.
After selecting the desired questionnaire, the user will
have to address the question to the lead and note every response accordingly.
Throughout the course of the questionnaire, all questions and answers can be reviewed,
as well as the running score and the passing score.
At the end of the questionnaire, all the questions and
answers will be saved and stored in Archived Script & Answers module.
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