Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • For calls that don’t last long enough to gather the needed info to create a lead, dispositioning is done via the “Non MSC/Non Sales Tracking” tab in the screenshot below.

  • Enter info into every field with an asterisk.

    Image RemovedImage Added

  • If you didn’t capture the name, just enter “NA.”

  • The Phone Number can be captured in the history tab of the softphone section

    Image RemovedImage Added
  • Take your time in selecting the most appropriate disposition and always leave good notes.

...