5.4 Manage Schedule Call

Add Schedule call

• Select the Add Schedule call menu, from the Manage Schedule call option.

• On the "Info" tab, Enter the Contact Name, Remarks and Schedule on.

• Included with Radio Button "Contact" and "New".

• Select "Contact" if the contact number already exists. Enter the contact name the mobile number will auto-fill.

Fig 5.4.1

• Select "New" if entering a new contact. You need to manually enter the mobile number.

• Select the desired Department from the Department field.

Fig 5.4.2

• After filling in the required valid details, click "Update" to save the Schedule Task.

Manage Schedule Task:

The Manage Schedule Call page lists the Schedule Task

Follow these steps to manage the Schedule call:

• Select the Manage Schedule Call menu, from the Call option.

• In order to find a particular Schedule call, you can use the filters, then hit the “Search” button.

• Agents can initiate calls to customers by simply clicking the "Click to Call" icon and complete Schedule Task.

Fig 5.4.3

Edit Schedule Task

• You can edit the field by clicking the “Tag” icon.

• On the Edit Schedule Task page, Task Owner can only modify the “Cancel” Toggle.

• It is mandatory to provide a cancellation reason before canceling the task, and only the task owner can cancel the task.

• If the Schedule call task is made "Status" will be changed to Close

Fig 5.4.4

• Click “Update” button to save the changes.