Agent

Start and finish your work

1. Open Task to find the follow-up work assigned to you. Use the status, queue, search, and follow-up filters to narrow the list.
2. Open a task to check its shop, customer, reason, previous contact, and due date.
3. Contact the customer using an available task action, then save the outcome and any required follow-up date.
4. Open Data Import only when you have authorization to process records for the selected shop. Follow the Data Import guide.
5. Use the in-task contact controls so the interaction is recorded with the task. Free-form Admin dialing is reserved for SuperAdmin.