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Place an outbound preview call

In preview , the system presents information about a contact to you before it dials the number. After reviewing information about a contact, you can dial the contact’s number, or skip to the next contact. Once connected, handle the interaction in accordance with the script.

To place an outbound preview call:

  1. From the Status list, select On Queue. When you receive a routed preview screen pop, the script displays information about a contact.
  2. After previewing the information displayed, click Begin Call. The system dials the contact’s telephone number for you. The status of the calling attempt changes from Contacting to Interacting. When the remote party answers, the status changes to Connected.
  3. Handle the interaction as prompted by the script. Optionally, add notes about the call.
  4. When the call ends, select Select Wrap-Up Code.
    Note: If the After Call Work option does not appear, click Notes .
  5. Select the wrap-up code that best identifies the call outcome.
  6. To resume on-queue status and wait for the next outbound preview call, click Done.
  7. To end the outbound preview call, click End Preview. If the campaign is configured to end preview interactions automatically and no further processing of the preview call is possible, then the call ends automatically. For more information, see Dialing mode options.