Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Status Dropdown - After accepting the call, the system will take you directly to the caller's Lead card.
- (A) Status dropdown - Click the dropdown to access status options.
- (B) Active Update Status - Select Active from the dropdown.
Confirm New Status
- (D) Save - Click to apply the status change to the Customer account.
