Agent Response has created the first iteration of the manual callback feature. This allows you to manually call back clients directly from the CRM, without having to switch to a phone.
Benefits
The manual callback feature offers a number of benefits, including:
How to use the manual callback feature
To use the manual callback feature, simply follow these steps:
Call back status
Once you have called back a client, the call back status will change from blank to either a read mark or a green mark:
Activity tracking
Agent Response tracks all actions for each callback activity. This information can be accessed on the same page as the activity itself.
Prerequisites
To use the manual callback feature, the following prerequisites must be met:
Help and support
If you have any questions about the manual callback feature, please visit the Agent Response
help page.
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