Scheduled Calls

Once you schedule your call back as follows:
Click the schedule callback button on the disposition bar. From here you can choose between one hour and 6 months, or create a custom time to call back. (You must be in original campaign for scheduled call back to pop up.)

You will see this on the "Home" Tab of your dialer.


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By clicking the icons you can...

  1. EYE BALL will take you to the lead/account on the contact view screen.
  2. PHONE will call the lead/account
  3. X will delete the scheduled call back
  4. PENCIL will let you edit the time of the scheduled call back reminder

If you are logged in and a scheduled call back is due this will pop up.

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If you were logged out and have missed a scheduled call back this will pop up when you log in.

 

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