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
- When on the active call screen, click on the Call Information icon,
, in the upper right side of the app. - Select a Disposition from the disposition drop-down menu.
- Click into the 'Notes' field to enable free-form writing.
- 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.
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.