Creating Call Reports from Target Activities

Service Center Representatives (SCRs) can start a call report directly from the Target Activity Guide during outbound call activities. While the report still displays in a separate window, this effectively integrates call reporting into the standard outbound workflow, eliminating the need for users to navigate to a separate area to record call details. This feature provides a streamlined, efficient process for capturing required information and ensures call reports are directly associated with the corresponding target attempt.

Who can use this feature?

  • Browser Users
  • Users require a Service Center license
  • Service Center Representatives (SCRs)

Configuring Creating Call Reports from Target Activities for

Creating Call Reports from Target Activities as