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The representative will be able to see all their own private callbacks in their own calendar, and will be able to directly view and easily retrieve the lead.
A private callback will retrieve the lead to the representative who had previously scheduled the lead for the callback.
All private callbacks can only be seen by the person who had scheduled the lead.
The lead will need to be manually selected in the calendar when the time and date arrives or when the representative is ready to contact the lead.
When selecting a lead from In order to call the scheduled callback in the calendar, in the representative will need to click the lead history it will be displayed and it will load the lead information. Doing this will leave a positing in the Lead History section as 'Lead Direct Viewed'.
All private callbacks can only be seen by the person who had scheduled the lead.