The After-Call Work feature allows agents to have a dedicated time after hanging up to complete actions necessary for call qualification: adding relevant notes to share with your team, personalized tags, updating notes in the CRM contact file and other must-do tasks.
Enable After-Call Work
- 💻 Go to your Dashboard> Settings> Users.
- Select a user and click "Edit."
- Activate the "After-Call Work" box located in the "Permissions" section and choose the duration ⏱️:
💡 You can also allow this option for other users!
Enable mandatory notes and tags
You can enable this feature if you want your teams to enter notes and tags mandatory after each call. This ensures that important details are recorded and information is organized consistently, making it easier to manage and track interactions with customers and projects.
- 💻 Go to your Dashboard> Settings> Users.
- Select a user and click "Edit."
- In the "After-Call Work" section, check the "note required" and "tags required" boxes:
💡 You can also enable this feature for other users!
Note:
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The dialer will not close until notes and/or tags are added to the call.
There you go! You now know how to use the After-Call Work functionality 🎉
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