1. From My Work > Addresses, click Incoming Call |
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2. Enter search criteria to locate address 3. Click Find Addresses |
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4. From the results table, click radio button of desired address 5. Click Use This Address |
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6. You will be redirected to that Address to enter Call Notes 7. Enter Call Notes 8. Enter who you Spoke to 9. Select Next Call Date and Time 10. Select Commitment Date 11. Click Submit Call Notes |
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User Permissions Lead: Client Lead, Retrieval Lead Manager: 3rd Party Manager, Call Center Rep Manager, EMR Manager, Field Technician Manager, Project Manager Employee: 3rd Party Retrieval Employee, Call Center Rep Employee, EMR Employee, Field Technician Employee |