This tab facilitates actioning your work. It displays, as a call list, the calls allocated to you. The call list comprises:
The Calls grid contains records of calls waiting to be made.
The Call backs grid contains records of calls that successfully connected to the target/customer but were not resolved. This might be because, for example, the original attempt was at an inconvenient time and a later call was agreed.
The Retries grid contains records of calls that must be made again because the previous attempt failed. This might be because, for example, an answering machine took the call or the line was engaged.
GRIDS:
Call: List number allocated to the call
Target/Customer name: Target/Customer's name
Address: Target/Customer's postal address
Postcode: Target/Customer's postal area code
Branch: The marketing/CRM location associated with the call
Status: Target/Customer record status, for example Direct mail
Regarding: The call's subject, copied from the title of the report used to generate the call list. For example, Company vehicle links.
When: Date and time the call is scheduled
Note: When applies to Call backs and Retries only.
Customer Contact Management Form (Home Page)
Make a call tab
Manual inbound tab
