Placing a Manual Call on the Chase Data System

Placing a Manual Call

To place a manual call from within the agent portal, first you need to go on break.



Then click on the "Manual Call" button on the left menu. If you do not see this button you may have to scroll down, or your administrator may not have given you access to manual calls.




Once you click on the manual call button, a small window will pop up. You might not have all of the options listed, this will depend on how your administrator set up your account. To dial a number, simply enter it into the number box, then click "Make Call". If you'd like to see the previous numbers you've manually dialed, click the drop down arrow.

Within the manual call window, you have a few options. They are as follows:
  • Number - This is where you should type the phone number you wish to manually dial.
  • USA or International - This toggles whether or not the manual call you are placing is to an international number or an American number. This option will only be shown if your company has one of our international dialing plans. Keep in mind that you need to include the country code when dialing international.
  • Add and Dial - This option will automatically dial and create a record for the number you are dialing (if one does not exist already).
  • Make Call - This option will dial the number you've entered. This will still perform a record look up based on the phone you have entered. If no record exists, you will not be able to capture any information such as first name or notes.

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