Scheduled Callback Workflow
Manage scheduled callbacks with ease using our Scheduled Callback Workflow. This feature allows you to set, edit, dial, and complete callback appointments at your convenience. Common phrases used by callers include: callback, scheduled call, late callback, today, anyone can call, assign to agent, or create contact from callback.
Note: This feature is not intended for general use. It is specifically designed for scheduling and managing callbacks. For optimal results, link callbacks to contacts and cases when possible.
Explore the articles below for more detailed information on how to use the Scheduled Callback Workflow: