Steps
1
Wait for the wrap-up card
After you hang up on a campaign call, a Call Wrap-Up card appears automatically with
the caller’s number.
2
Choose the outcome
Select the button that matches what happened on the call — for example “Sale”,
“No answer”, or “Call back later”. Your available choices are set by whoever built the
campaign.
3
Set a callback time, if you chose a callback outcome
If you selected a callback disposition, a date and time field appears — enter when to
call this person again.
Verify
The wrap-up card closes and you return to Available (or Break, if you were already
on your way there).
Common problems
- No wrap-up card appears. The call wasn’t tied to a campaign — select Done to finish wrap-up manually.
- You picked the wrong disposition. Tell your supervisor — they can correct it from their side.