Telephony Calls

Introduction to Manual Calls

Accessing Accounts – File Number Search

Accessing Accounts – Building Pie Queue

Accessing Accounts – Custom Queues

Accessing Accounts – History

Accessing Account – DialConnect Screen Pop

Call Compliance – Calling Times

Call Compliance – Frequency

Call Compliance – Call Locations

Call Compliance – Status Code

Making a Manual Call

Introduction to Dialer Calls

Introduction to Inbound Calls

Identifying Inbound Calls

Locating Accounts – DialConnect

Locating Accounts – Phone Numbers

Locating Accounts – Name

Locating Accounts – Social Security Number

Call Compliance

Placing Calls On Hold

Transferring Calls

Hanging Up

Call Dispositions