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Before, during and after making a call, and while a customer detail record is displayed on screen, you can set an action for the call. When you complete the call, the Dialer creates a task record than includes the action, or disposition code, you select.

For information about available call actions, see Call action statuses (disposition codesDisposition codes (call actions).

To set the call action, select the appropriate value in the Action field in the blue area above the customer details record.

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Setting call action 

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