Application Usage

How do I set a follow-up?
You can set a follow-up for a customer if you click on the customer contact from any screen. On the Customer details page, click on Schedule. As soon as yo...
Thu, Dec 15, 2016 at 10:53 PM
How can I see my missed calls only?
All your web app call logs are auto synced in the mobile app and are available on the call logs screen. You can filter the missed calls by clicking on the ...
Thu, Dec 15, 2016 at 10:55 PM
Can I edit customer details ?
Yes, you can edit the customer details in your app. To update a customer details, you can follow the steps mentioned below:  Click on a particular co...
Thu, Dec 15, 2016 at 11:04 PM
Where can I see my follow-ups?
Follow-up is a call-back reminder that you set for the customers. The follow-up that you have set up for the customers will be listed under the Scheduled ca...
Thu, Dec 15, 2016 at 11:25 PM
How do I listen to the call recordings?
All the call recording for a particular calls are present on the Call logs screen and under activity on the contact details screen.  To listen to the ca...
Thu, Dec 15, 2016 at 11:10 PM
Why a call is directly placed when the agent clicks on the Click-to-call icon?
The call icon that is present corresponding to a contact is to initiate Click2Call. What is a Click2Call? An instant calling widget, strategically placed i...
Thu, Dec 15, 2016 at 5:23 PM
On clicking C2C icon why it say "Customer number is not valid"?
The customer number is incorrect or you need to prefix +91 before the number.
Thu, Dec 15, 2016 at 11:11 PM
When will my Scheduled Calls list get updated?
Your Scheduled list comprises of all the follow-ups that you have set and the call that you or the agents have missed. After you complete a Click2Call only...
Thu, Dec 15, 2016 at 11:13 PM
How do I know if my call has been successfully placed?
As soon as you click on the Click2Call icon that is present corresponding to all the contacts on all the screens,You will see a pop-up say "Your call ha...
Thu, Dec 15, 2016 at 11:14 PM
Any contact added in SR web will also be updated in the app?
Yes, all the contacts from the SR web account are auto-synced in the mobile app as well. If you add any new contact on mobile app or web app it will be avai...
Thu, Dec 15, 2016 at 11:15 PM