Skip to content
English
  • There are no suggestions because the search field is empty.

Logging Notes and Disposition Codes

Tagging dispositions and adding notes to an activity will update the record directly into your CRM .


Take notes regarding the call and select a disposition


  1. When on the active call screen, click on the Call Information icon, , in the upper right side of the app. 
  2. Select a Disposition from the disposition drop-down menu.
  3. Click into the 'Notes' field to enable free-form writing. 
  4. All information gathered, including dispositions and notes, will be pushed to the CRM and reset once the active communication is ended and/or the wrap-up period is over.  At any time, the form can be cleared and pushed to the CRM by selecting the ‘Dismiss’ icon. 

Screenshot 2024-07-24 111213

Note: Agent cannot 'End Session' while call is still active. Call must be ended before 'End Session' can be used to save and dismiss the Notes and Disposition screen.

 

 

Next: Search History