How to Add a Customer Record in ContactNow
To add a customer record in ContactNow, click the record search tab when on a call or at the disposition screen. Learn more here.
As an agent you are able to add a Customer Record during or after a call. This can be done on any type of call: manual, automated or inbound.
To add a Customer Record click the Record Search tab when on a call or at the disposition screen. This will display the option to create a new record as shown below:
Once you have selected this option, you will be presented with the fields to enter the customer's information.
Click Save once you have filled in the customer record details.