Add a Customer Record

As an agent you are able to add a Customer Record during or after a call. This can be done on any type of call: manual, automated or inbound.

To add a Customer Record click the Record Search tab when on a call or at the disposition screen. This will display the option to create a new record as shown below:

Once you have selected this option, you will be presented with the fields, in order to enter the customers information.

Click Save once you have filled in the customer record details.

More on the Customer Records

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