Activities
A friendly reminder for calls and meetings
Possibility to create an activity for your colleague
Automated Activity option – an activity for the selected call type, created automatically by the system
With the Nectar Desk Need to call back the client in a few days, send him a text message or email later on, but are afraid you’ll forget to do this in time? It’s no longer a problem as we have a new feature called Activities. It’s a kind of a friendly reminder through which you can create a task such as a call, SMS or email and make sure it will be completed in due time.
How it works
Nectar Desk Activities can be of two types: manual – created by you or your teammate, and automated – created by the system.
To create a new manual activity, first of all, you need to go to the Activities section – Main List and press on “Add New Activity“. Then select the Activity Owner. If you select “Everyone”, the activity will be visible for all the users in your account. Meantime, once you select the specific agent – he will be the one responsible for this activity.
The next step is to choose the Activity Type: call, SMS, or email.
Due Date is a kind of deadline for your activity.
Please type the Contact name or Phone number in the Contact field.
You can also select the Priority for this task: Normal, Medium, or High and leave some Notes.
That’s it, the activity is created so now you can be sure you’ll end up your tasks in due time.
Automated Activity
With the help of Automated Activities, an activity for the selected call type will be created automatically. For example, once there is an abandoned call – it can automatically appear in the Activities section so you’ll be able to claim it to yourself, which means that you’ll be responsible for this call. Once the call is claimed – it appears as Pending Activity at the top of the screen.
As soon as the activity is finished, you can mark it as Complete and this change will be displayed at the “Finished at” section.
The feature we really advise
Nowadays it’s highly important to keep things under control and deal with numerous tasks in time. With Nectar Desk activities, you will never forget to make an important call to your partners, send SMS to the client or update customers via email – we will obviously remind you to do this in time 🙂
Try Nectar Desk to optimize the efficiency of your call center today!
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