This will guide will provide instructions on using the action ' Set Private Call Back ' for dispositions, explain the different behaviors between public and private callbacks, and viewing private callbacks.
More on the action of Set Private Callback can be found in the Disposition guide.
CallbacksSet Private Callback
There are two types of callbacks, Public and Private.
When a lead is dispositioned as with the action of Set Private Callback, an additional dialogue box will prompt the user to select the type of callback, select the date and time of callback, and to add an additional note.
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Add any additional notes for the next representative that will call be calling the lead should reviewknow.
Public Callbacks
Public callbacks will prompt any user working from that specific campaign the lead with the disposition was added to is in.
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