Play customer's name from Salesforce and update the note based on his/her response to commercial message.

Step 1:

Retrieve customer's name from the CRM account using Search Lead feature.

Search lead searches for a lead in your CRM account based on the caller's phone number. If a match is found in your CRM account, it retrieves and stores the related lead information as firstname, lastname, location and crmid.

Step 2:

Play the caller's name ($firstname, $lastname) using "Play message".

Step 3:

If the lead is not present in the CRM, use Capture Lead to capture the lead.

Step 4:

Play the commercial message and prompt if the caller is interested using Yes/No feature.

Step 5:

Corresponding to the response, add a custom note.