Welcome to #LucidTrac Learn Topic : Call Backs / Reminders

Call Backs Dashboard

  • Wednesday 11 / 09 / 2022 written by Victor Ocasio

    Allows access to the Call Backs Dashboard where users can manage their call back reminders

    You can access the Call Backs Dashboard via the Main Menu button  shown below 


     

    This will bring you to a layout that looks similare to this one

    You can use the block menu per line item to access additional call back information

    There are 3 differant colors for what state the call back is in

    • Pending State

      •  
    • Past Due State

      •  
    • Completed State

     

    There are several differant options on this menu 

    Option 1: 
     Using this button will allow you view the Activty Window for that account / lead with varouse controls and options including calander services.


    Option 2: 

     Once you click on the COG

    As you can see you can add a new Call Log, New Note, New Call Back and Manage the Callback you click on the COG for. 

     

     

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    Call Backs Dashboard - LucidTrac Learn

    BACK TO TOPIC CALL BACKS / REMINDERS

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