Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Access
- (A) History icon - Click to access the Unprocessed and All list.
- (B) All - Upon clicking the History icon, the list will default to Unprocessed. Click to view the full History list. The All list will show all historical communication, including Unprocessed items.
Navigating the All list
- (C) Sort dropdown - Click to sort the list by newest to oldest or oldest to newest.
- (D) Channel dropdown - The list will initially default to show all communication types. Click to filter the list by communication type.
- (E) Call Types -
- (F) Date Range dropdown - The list will initially default to show communication from the past 30 days. Click to edit the filter. Options include All Time, Today, and the Past 7 Days. You also have the ability to create a custom date range.
- (G) Location dropdown - The list will default to show historical communication from all locations you have access. Click the dropdown to filter by specific location.
- (H) Additional filters - Click to further filter the list by name, email address, phone number or employee who originally created the Lead or Customer.
- (I) Apply - Click to apply your filters and update the list accordingly.
- (J)Reset - Click to remove all applied filters.
- Pagination - Enter a (K) page number (out of the total), (L) skip to the next page, and (M) adjust how many results are shown per page.
- (N) Status - Color indicates the person’s status when the communication occurred. Green indicates Lead, orange indicates Customer, and grey indicates this item has not been dispositioned yet.
- (O) Communication type - Indicates the communication type. Types include phone, text, chat, email, or voicemail.
- (P) Communication Information - Indicates whether the communication was inbound or outbound and who interacted with the Customer.
- (Q) Communication - Shows the length of the call (if appropriate) or the number of messages for email or text correspondence. Click to listen to the call or read the correspondence(s).
- (R) Location - Indicates the location the Lead is associated.
- (S) Time stamp - The date and time the communication occurred.
