Creating Call Steps in a Campaign

What are Call Steps?

Call Steps are non-email campaign steps that allow users to make calls to leads.  Like a Task Step, the lead's progress in the campaign will be paused when they reach the Call Step in the campaign. 

Note: A lead needs to have a phone number so that they can be called when they go into a Call step.

How to create a Call Step? 

Step 1. Go to Campaigns →  Create or Select an existing Campaign →  Steps →  Click on Add a Step

After that, click on 'Call Step'. 

Step 2. Compose a call script that will be available to read when a lead goes into the Call step. 

Tip: You can use attributes to automatically populate lead details in the script.

How to make a call? 

When a lead's campaign progress goes into a call step, their campaign progress will pause and a Call item will be added to the Opportunities page

Step 1. On the Opportunities page, open a Call item to see the call script for a specific lead. Call items are labeled "Scheduled call"


Step 2. Click the Call button to dial the lead's phone number using the call application associated with your browser or computer. (Example: AirCall, Skype, RingCentral, Mighty Call).

Note:  The call button won't appear if the lead doesn't have a phone number.


Once the call is completed, you have two options: 

  • Mark as complete to resume the campaign progress so it will proceed to the next step
  • Archive the Call item (conversation)