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Make a Manual Call in ContactNow

To make a manual call, you must be in Idle status and have Manual Calls enabled in System setup. Learn more here.

An agent can make a manual call to contact a number or a queue from their Phone Book.

To make a manual call, you must be in the Idle status and have Manual Calls enabled in System setup.

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Enter a number using the dialer on the phone, selecting a contact from the address book or choosing a queue.

If a contact or an agent assigned to a queue is available, the icon on the right will be green. If it is red it means that the contact is busy or nobody is available on the queue. You can also select from your list of favorite queues and contacts. Your favorites can be configured on the Settings tab.

When you are ready to make the call, click Dial, you will see the progress as connecting until the dialer has connected you.

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When a call is answered, your status will change to On Call and the screen will display the script if you have one. The second row of tabs at the top lets you navigate to Record search, see the customer's details on their Customer record, or view their View Call History.

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During a call, the phone icon will display the call actions. Here you can put the customer on Holdtransfer the call, pause Pause call recording, or start and stop a Call highlight. At the end of the call, you will be asked to Disposition the call.

 

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