CRM Query Step

Add the CRM Query Step

To add a CRM Query step to your Call Flow, select the CRM Query step from the Steps list and drag it to your flow. 

CRM Query Step Configurations

Select a CRM Query 

Select a CRM Query that has been previously set in the CRM Queries subtab.

Filter Data Type 

Either use step data or call data. Step Data uses data from another CRM query step in a call flow. For call data you can choose to filter by phone number, phone number state, phone number time zone or record ID.

Trace
Displays how an incoming call will reach this step in the current Call Flow.