CALLBACK AND LEADS

Create and assign callbacks to individual users or to user pools. Create callbacks tied to contacts to allow for the user to quickly review the contact and the previous communications with that contact. External form submissions generate leads which have callbacks tied to them automatically and can be converted to contacts when appropriate. Callbacks can be opened and pinned to the screen and remain pinned like open tabs on your web browser. They remain there to be handled but allow the user to continue to navigate around the system.