Call back setup/short

Call back Set-up

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Learning & Development

1.-Make sure your availability status on the Convoso dialer is set to COACHING.

13.-Set Callback Type to Personal Callback.

Missed disposition?.. No worries!

We would use the exact same process if we get kicked out of the system and we missed the disposition on a DNC or Xfer/Sale, by just selecting those options instead of interested.

8.-Select the callback’s time zone from the next dropdown menu.

3.-Next, select the History tab.

10.-Select Lead’s Time Zone when the customer has requested a callback at a specific time at their location (e.g. ‘call me back at 2:00pm’).

12.-Select the date, time and interval for your callback from the pop up calendar (do not schedule over a week out).

4.-From the call history, select the customer you’re trying to set a callback for, their Contact ID will be automatically displayed on the right.

7.-Select the Interested option from the drop down menu and click on the checkbox next to Modify Lead Status.

11.-Click on the Callback’s time menu to select the time for your callback.

5.-From the More drop down menu, select the Redisposition option.

Click on Redisposition to complete the callback set up.

9.-Select Agent’s Time Zone when you’ve agreed to call the customer back within an interval from your original call (30min, 1hr, 2hrs on that same day).

2.-Select the CRM icon at the top left corner menu (it looks like a folder).

6.-A new Redisposition Lead menu will appear.