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Automatic Call Notes

turboDial creates a single Note Record for every outbound call that is answered and attaches it to the contact record. Calls that are hung up while they are still ringing do not result in a Note Record.

If you have the “Enhanced Inbound” feature then turboDial also creates a Call Note for each inbound call.

These Call Notes leave a record of every call you make – something that is not possible to do with Tags. Use these Call Notes to track and manage the progress and activity for your calling campaigns, and use Tags to track and manage the results of your calling campaigns.

Outbound Calls

Every automatic call note that turboDial creates for outbound calls has a title that begins “turboDial: Call”. Here are the possible note titles:

  • turboDial: Call from PC
  • turboDial: Call from PC – Left Message
  • turboDial: Call from PC – Recorded
  • turboDial: Call from PC – Left Message – Recorded
  • turboDial: Call from Phone
  • turboDial: Call from Phone – Left Message
  • turboDial: Call from Phone – Recorded
  • turboDial: Call from Phone – Left Message – Recorded

Note that for outbound calls the ‘PC’ term in the note title is referring to the turboDial softphone.

Inbound Calls

If you have the Enhanced Inbound feature then turboDial also creates automatic call notes with these titles:

  • turboDial: Inbound Call to Phone
  • turboDial: Inbound Call to Phone – Recorded
  • turboDial: Inbound Call to Softphone
  • turboDial: Inbound Call to Softphone – Recorded

If you have the Enhanced Call Handling feature then turboDial also creates automatic call notes with these titles:

  • turboDial: Inbound Call to Phone – Transferred to Hold Queue
  • turboDial: Inbound Call to Phone – Recorded – Transferred to Hold Queue
  • turboDial: Inbound Call to Softphone – Transferred to Hold Queue
  • turboDial: Inbound Call to Softphone – Recorded – Transferred to Hold Queue
Inbound Actions

If you have the Hosted Voice upgrade then turboDial can also create automatic call notes with these titles:

  • turboDial: Inbound Call to Voice Mail
  • turboDial: Inbound Call to Queue
  • turboDial: Inbound Call to Auto-Attendant

 

 

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