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Reviewing Recycled Calls

Recycled calls are calls from all active lists that have been rejected by agents. An example would be a call with a clearly invalid contact telephone number. Such calls are removed from their respective lists and added to the recycled list. At that stage they are invisible to all agents and can only be processed from the administrator.

What do you want to do?

View recycled calls

Dismiss a recycled call

Resubmit a recycled call to its agent

Return to the call list unallocated to an agent

View or edit the recycled call record

Review the contact's target/customer marketing/CRM data

Review the contact's vehicle data


To view recycled calls:

  1. Select the Administrator option from the Call List Management menu

    The Call list Administrator form is displayed containing available call lists.

  2. Drill down the tree's branches to view all active lists or those of a specific group or agent

    The grid populates and, where appropriate, a pie chart is displayed.

  3. Select the Recycle bin [ Recycle calls ] button

    The Review Recycled Calls form is displayed.

    Tip: To view additional information for the call, double-click the entry in the list. The View Call form is displayed.

  4. On the Review Recycled Calls form, to progress a call, right-click on its entry in the grid

    A pop-up menu is displayed:


To dismiss the call:

  1. Select the Change to Completed option from the right-click pop-up menu

    The call is dismissed.


To resubmit the call to the call list and allocate to the original agent:

Follow steps 1 to 4 for viewing recycled calls above.

  1. From the right-click pop-up menu, select Change to Try Later

    The call is re-allocated to the original agent's list.


To return to the call list as valid but unallocated:

Follow steps 1 to 4 for viewing recycled calls above.

  1. From the right-click pop-up menu, select the Return to call list (un-allocated) option

    The call is returned to the call list as valid but unallocated.


To view or edit the call record:

Follow steps 1 to 4 for viewing recycled calls above.

  1. From the right-click pop-up menu, select the Edit Call option

    The View Call form is displayed.

    Tip: Double-clicking the line on the Review Recycled Calls form's grid also displays the View Call form.


To review or correct target/customer data in the Marketing/CRM module:

Follow steps 1 to 4 for viewing recycled calls above.

  1. From the right-click pop-up menu, select the View Target/Customer option

    The Marketing/CRM Record Maintenance form is displayed with its Target/Customers tab open.


To review or correct vehicle data in the Marketing/CRM module:

Follow steps 1 to 4 for viewing recycled calls above.

  1. From the right-click pop-up menu, select the View Vehicle option

    The Marketing/CRM Record Maintenance form is displayed with its Vehicles tab open.


Review Recycled Calls Form

This form is displayed when, on the Call list Administrator form, you drill down the tree's branches to view all active lists or those of a specific group or agent and you select the Recycle bin [ Recycle calls ] button.

Details:

Selected Call list: Identifies the list

Selected Agent: Identifies the agent allocated to the list

Selected Group: Identifies the group to which the list belongs

Recycled Calls:

Date: When the call was recycled

Call list: Identifies the list to which the recycled call originally belonged

Agent: Identifies the agent to which the recycled call was originally allocated

Group: Identifies the group to which the list belongs

Script: Identifies the script associated with the list

Target/Customer: Identifies the target/customer

Reason: Text indicating the cause of the call being recycled, for example, No reply

Recycled Calls Right-click Menu:

Change to Completed: Dismisses the call record represented by the selected grid line

Change to Try Later: Resubmits the selected call record to the list and allocates it to the original agent

Return to call list (un-allocated): The call record represented by the selected grid line is returned to the call list as valid but unallocated.

Edit Call: Change details of the call record represented by the selected grid line

Tip: Double-clicking a line on the grid has the same effect.

View Target/Customer: View the marketing/CRM record associated with the selected grid line

View Vehicle: View the vehicle record associated with the selected grid line

Notes:

Notes: Text entered by the agent when the call, represented by the selected line in the grid, was rejected

Call Details:

Ref: Identifies the call record represented by the selected line in the grid

Type: The call direction, for example CALLOUT indicates an out-bound call

Auto allocated?: A tick indicates that the call record was allocated automatically when the call list was created

Priority: The priority of the calls in this list relative to calls on other lists; 1 being the highest and 9 the lowest, while X means that the list is closed / not live

MK vehicle: Identifies the contact's vehicle type as recorded in the target/customer's marketing/CRM record


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