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ContactNow: Add a Customer Record
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ContactNow: Add a Customer Record

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.

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