Click-to-Call Workflow

1 Lead Management System Phase

2 Pre-Call Validation

1. System checks if a valid phone number is available for the lead
2. If no valid phone number exists, system displays an error message
3. If valid phone number exists, system prepares API request with executive's and prospect's numbers
4. API request is sent to Logimeter Connect API

3 Logimeter Connect API Phase

1. Logimeter Connect API initiates a call to the sales executive's phone
2. When sales executive answers, system plays a whisper message containing lead information
3. System prompts executive to press 1 to confirm proceeding with the call
4. If SE does not press 1, the call is terminated
5. If SE presses 1, system initiates a call to the prospect's phone number
6. System monitors if the prospect answers the call
7. If prospect does not answer, the call is terminated
8. If prospect answers, both calls are bridged for conversation

4 Post-Call Processing

1. Call event data is sent from Logimeter to the LMS via Callevents
2. System logs complete call details in the LMS (duration, outcome, timestamps)
3. System updates the lead status based on call outcome
4. System evaluates if call was successful or if there was a failure
5. For failures, system determines if a retry is needed
6. If retry is needed, system schedules another call attempt 
7. If no retry is needed, system updates appropriate status

5 Additional Processing

1. Successful calls triggers lead progression in the LMS workflow
2. Call recordings are linked to the lead records. Any notes or follow-up actions from the SE are attached to the lead record
3. Call analytics are captured for reporting purposes