Using the Call History Module

On the agent portal, users have the ability to view their own call history.

Note: Records will only be displayed as long as no other agent has called the specific leads.

To access the call history module, first agents need to go on break. Once an agent is on break, they will be able to click on the "Call History" button.

Once the button is clicked, a window will pop up allowing agents to search for records by either date or smart search.

Once your records have been displayed, agents can click the record then select either make call to automatically make the call, or select preview call to have the record pop up to view the details first.

In addition to this, you are also able to perform a quick search (this tool uses smart search) from the top right hand corner of the agent screen. Simply type your query and press the enter key on your keyboard.

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