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How Do I Add A Comment To The Customer Timeline From The Call Center?
How Do I Add A Comment To The Customer Timeline From The Call Center?

Adding a comment to the customer timeline from inside the call center.

George Buss avatar
Written by George Buss
Updated over a week ago

Adding a comment to the customer's timeline from inside the call center is easy!


FROM THE WEB APP


โ€‹Step 1: Go to your 'Call Center > Reminder Calls'

Step 2: Click on a customer who needs a reminder call.

Step 3: On the 'Timeline"' click 'Add A Comment'

Step 4: Done!


FROM THE MOBILE APP

This feature is only available by logging into the Web App at this time.
โ€‹

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