This guide explains how to use the History icon to access the Unprocessed list and (re)categorize a call as a Lead, Customer or Other.
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 the Unprocessed List
- (A) History - Click to access the Unprocessed list. The (B) number badge above the icon indicates how many unprocessed calls need your attention.
Unprocessed list
(C) Select Item - Click the communication to open up its details and begin the processing sequence.
- (D) Recognized Number
- (E) Review Lead/Customer information - Upon clicking an item, this right panel appears for recognized numbers. Review the Lead or Customer information before listening to the call. You can click (F) Find to open a search panel to disposition the call to a different existing Lead or Customer or, perhaps a different Lead for the same phone number.
- (G) Play - Click to listen to the call.
- (H) Lead/Customer/Other - Click the appropriate label. This will remove the item from the list and decrease the number badge above the History icon by 1.
- (I) Unrecognized number
- (J) Play - Click to listen to the call to better understand if the call is a Lead, Customer or unrelated to storage such as a telemarketer.
- (K) Find Lead or Customer - Unrecognized numbers do not produce the same information in the right panel as Leads and Customers. Enter any identifying information heard in the call and click Search.
- (L) Results - Locate and click the correct record.
- (M) Confirm - After selecting the correct result, this Merge popup will appear. Click Confirm to merge this call with the correct, existing Lead or Customer record. This will remove the item from the list and decrease the number badge above the History icon by 1.
- (N) Lead - If there are no correct results in the Find Lead or Customer area, this means the caller is a new Lead. Click to categorize the call as such and you will then be brought to a new Lead card. This will remove the item from the list and decrease the number badge above the History icon by 1.
- (O) Other - Select if the call is not storage related, such as a telemarketer, wrong number, or vendor. Depending on your management settings, you may need to select the type of Other caller. This will remove the item from the list and decrease the number badge above the History icon by 1.
