View and complete call formsLast updated on 03/22/2022
Complete forms to evaluate calls and keep notes on call performance. For example, if you are a call center manager, you can create an evaluation form to keep a detailed record of call performance.
Things to know
View and complete forms on a call
Go to the call.
You can find a call by
Looking at Dashboard call metrics to specifically target abandoned or unbooked calls.
Going to Dashboard CSR metrics if you know whose call it was.
Using the Call filter in Search if you’re looking for a specific call.
Clicking Files on the job history if you are looking for a call associated with a certain job.
Go to the Forms section of the call.
If the form hasn’t been filled out yet, click Create to complete it.
If the form has already been completed, you can view, print, email, or edit it.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.