Configuring contact center templates
Contact center templates are task templates that specify reminders, security, attachments, statuses, and outcomes, and are associated with either inbound or outbound calls. Any task template created in the Activity Templates tab of the Document Codes page can be associated with inbound or outbound calls. The name of the task template is displayed as the name of the Inbound Call workspace in NexJ CRM.
Selecting default templates
You can associate any task template specified in the Activity Templates tab with either inbound or outbound calls.
An action item is a record of communication with a client. This includes schedule items, activity plans, tasks, documents, emails, and call records. Activities are also known as interactions.
To select default templates:
The task template is now associated with the call type.
Selecting follow-up activities
Follow-up activities can be activity plans, tasks, schedule items, or documents that users can assign for a caller if further action is needed after their call. If you do not specify any follow-up activities, the Follow-Up button in NexJ CRM will not display.
To select follow-up activities for inbound and outbound calls:
The follow-up activity is now added and can be used for calls in NexJ CRM.