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0.2

by Brendon Welch

  1. Click Menu Click Contacts
    • Click Menu

    • Click Contacts

    • Select External Contacts and Organizations

  2. To search more effectively, include the name of the organization and a few characters from the specific line you are looking for.
    • To search more effectively, include the name of the organization and a few characters from the specific line you are looking for.

    • Enter the Organization and description in the search field

    • Click on a Contact to review the information

    • EXAMPLE: Frequently

    • Calls initiated from this screen will not be from a specific queue. It is best practice to make a note of the number and make the outbound call from Agent Workspace.

Finish Line

Brendon Welch

Member since: 3/4/21

21,311 Reputation

304 Guides authored

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