This guide will provide instructions on using the action Set Private Call Back Callback for dispositions, . Moreover this section will also explain the different behaviors behaviours between public and private callbacks, and viewing private callbacks.
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There are two types of callbacks, Public Callbacks and Private Callbacks.
Set Private Callback
Private callbacks are callbacks that are scheduled for a later time and will come back to the same agent who dispositioned the lead as a private callback.
When a lead is dispositioned with the action of Set Private Callback (disposition name will vary depending on how the owner sets the name), 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.
Continue reading below to The steps to properly disposition a lead is listed below.
When setting a lead to a private callback, first disposition the lead as the disposition which has the set private callback action. In the below case, the disposition name Callback is set as the set private callback action
In the above case, when the lead is dispositioned as Callback, the following pop-up will appear with the different options for callback.
The sections below review the different behaviors of the type of callback between Public and Private.
Regardless of the type of callback selected, the user will need to perform the same thing on each typefollowing steps:
- Select the time and date that the callback should be performed by clicking on the date and time bar prompting a functional calendar to appear to select the date.
- Schedule the time using the arrows on the right hand side of the calendar for the for the lead to make itself relevant again.
Add any additional notes for the next representative that will be calling the lead should know.
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