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 list.
(B) Number badge - Indicates the number of items needing to be categorized.
Unprocessed list
(C) List item - Click the item to 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.
- (F) Play - Click to listen to the call.
- (G) 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.
- (H) Unrecognized number
- (I) Play - Click to listen to the call. Unrecognized numbers do not produce the same information in the right panel.
- (J) Find Lead or Customer - Enter any identifying information heard in the call and click Search.
- (K) Results - Locate and click the correct record.
- (L) Confirm - Click 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.
- (M) Lead icon - If there are no correct results in Find Lead or Customer, this means the caller is a New Lead. Click to categorize the call as a new Lead. 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.
- (N) Other icon - 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.
