When you enter the Preview or Auto dialer, or when you are connected to a call in the Predictive dialer, this is the screen that you will see. To the left you will have your web-phone with call information, and to the right you will have all information stored on the contact, including previous notes and history as well as your options for dispositioning a call.
In general, your dialing process will go in this order:
- Call contact, editing contact info as needed.
- End Call
- Add any Contact Notes
- Add any Disposition Notes
- Disposition call
Click into the articles below to learn more about each section of your Contact Screen: