Accessing Follow Up Calls in 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.
List View:
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:
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.
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