Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Section
Column
width60%

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

For information about available call actions, see Disposition codes (call actions)in Connect.

To set the call action, select the appropriate value in the Next Action field in the Log a Call area in the customer details record.

Column
width40%

 

...