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Generation activity through the call list

Former Member
0 Kudos

Hello,

Need some help regarding the call list.

I made the whole process to generate the list of calls, segmentation and everything is working.

I need to click to dial a customer call list, a document to open automatically on the screen of CRM, so that the attendant can record the interaction with the customer.

This is possible in version 7.0?

Can you help me please?

Thank you!

Marcelo Coelho

Accepted Solutions (0)

Answers (1)

Answers (1)

Former Member
0 Kudos

Hi,

You should generate an activity together with the call list, so when Agent confirms account while he dials, he can access the pending activity in order to fill information.

The activity will be last document in the IC Agent screen.

Regards