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:

  1. Call contact, editing contact info as needed.  
  2. End Call
  3. Add any Contact Notes
  4. Add any Disposition Notes
  5. Disposition call  


Click into the articles below to learn more about each section of your Contact Screen:


3.1 - Contact Information

3.2 - Web Phone

3.3 - Dispositions

3.4 - Notes/Custom Fields

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