Record the call’s outcome and take notes about the call so it’s easy for other reps to get up to speed in case the customer calls back.
Required Editions
This article applies to:
- Salesforce Voice with Amazon Connect
- Salesforce Voice with Partner Telephony
- Salesforce Voice with Partner Telephony from Amazon Connect
| View supported editions. |
| User Permissions Needed | |
|---|---|
| To answer and make calls and view Voice records: | Salesforce Voice Contact Center Rep permission set |
- On a Voice Call record, go to the Call Notes section.
- In the Call Resolution field, select the answer that best describes the call’s outcome. The available choices depend on what your Salesforce admin has configured.
- In the Description field, jot down information about the call.
- Click Save.