To make good use of the "Recall later" status, here is a summary of how file upload works in our phoning software.
- At the start of production, the system first offers the user (telemarketer) unprocessed forms.
- As the calls are made, the system gives priority to the files that have the status "To be called back later" with a date and time of the appointment filled in.
- Finally, when there are no more unprocessed files or appointments with date and time, the system will draw from the stock of files with a non-priority follow-up status (answering machine, not answering, busy, at call back later without date or with date only).
You will find all "Remind Later" contacts under the "Manage Alerts" menu. Telephone alerts will only appear on this page (not tickets) and provided that a date and time for the reminder have been specified.
For any questions, contact support.