Accessing Follow Up Calls in ChaseData Agent Application

Accessing Follow Up Calls in ChaseData Agent Application

This article is going to cover accessing saved callbacks via the ChaseData Agent Application.

This feature is best used whenever in a busy status as not to take calls while researching your callbacks.


All you have to do is click on the calendar icon to bring up your follow up calls.




Once the follow up call window appears you can notice it has 2 display modes.

List View:




The list view is broken down into three sections:

1.       Active Callbacks : All callbacks within 15 min window of when they were scheduled to be called.

2.       Missed Callbacks: All callbacks that are 15 min past due of being dialed.

3.       Future Callbacks: All future callbacks waiting to be made.


You also have the option on this screen to expand the callback itself for additional information on the lead itself.


After you select the record you can take action on it by making the call, previewing the contact, resetting the callback (assigning a new callback time) and Ignoring the callback.


Ignoring the callback will not remove it from your follow up calls you will still need to disposition the contact record for it to be removed from the AGENTSPCB status.


Calendar View:




The Calendar View will allow you to break up your follow up call into a few customizable sub views:

1.       Week View

2.       Day View

3.       Month View

4.       Timeline View

Each of these views presents a different way of addressing your callbacks but you still have the same call actions below once a record is choosen.


The best way to remove a callback is to either call the lead back or preview the record and assign a disposition to the contact and it should come off of your assigned follow up calls window.


This is going to conclude the article covering the Follow Up Calls feature using ChaseData Agent Application.


    • Related Articles

    • Setting Up Agent Skills

      This article is going to cover creating a new agent skill and configuring it to be used by agents in ChaseData’s Cloud Software Administrator Portal. The first place we need to go is the additional settings menu which is going to be at the top right ...
    • ChaseData New Agent Client 20 Arguments

      ChaseData Agent Client: Twenty Arguments in Favor of Upgrading Here we discuss why you should switch to the latest Call Center GUI as soon as possible if you’re still using the old Telemarketing GUI; we’re referring to the ChaseData CCaaS Agent ...
    • What is ChaseData Agent Application?

      The ChaseData Agent Application is a cloud based contact center solution allowing businesses to communicate to their prospects, contacts, accounts and other intended personal flawlessly with all of the enterprise phone system features you would ...
    • Accessing Agent Reports in ChaseData Agent Application

      Agent Reports would give an agent access to view their reports to better breakdown the calls they are making and the progress through the leads or clients. To access these reports you would select Reports from the Agent Portal. Once selected you will ...
    • Placing a Manual Call in ChaseData Agent Application

      Placing a manual call in ChaseData Agent Application is very easy all you have to do once logged in is click on the Manual Call Menu option on the left hand side of your screen. You can perform this from any login status you wish. This will prompt ...