Application Usage
How do I listen to the call recordings?
All the call recording for a particular calls are present on the Call logs screen and under activity on the contact details screen. To listen to the call recording you will have to click the play icon that is on the left of the call record in call ...
Why a call is directly placed when the agent clicks on the Click-to-call icon?
The call icon that is present corresponding to a contact is to initiate Click2Call. What is a Click2Call? An instant calling widget, strategically placed in your app to help you get in touch with leads while they’re looking you up. With ...
On clicking C2C icon why it say "Customer number is not valid"?
The customer number is incorrect or you need to prefix +91 before the number.
When will my Scheduled Calls list get updated?
Your Scheduled list comprises of all the follow-ups that you have set and the call that you or the agents have missed. After you complete a Click2Call only hen the foolow-up or the missed call will move to Completed section. If the follow-up is not ...
How do I know if my call has been successfully placed?
As soon as you click on the Click2Call icon that is present corresponding to all the contacts on all the screens,You will see a pop-up say "Your call has been placed successfully". You or your agent would reieve a call first and on successfully ...
Any contact added in SR web will also be updated in the app?
Yes, all the contacts from the SR web account are auto-synced in the mobile app as well. If you add any new contact on mobile app or web app it will be available in both mobile and web. To know how you can add a contact in the mobile then you refer ...
Why do I see older calls under Scheduled calls ?
Your Scheduled list comprises of all the follow-ups that you have set and the call that you or the agents have missed. If the follow-up is not attended to or unsuccessful then the follow-up or missed call will remain in the Scheduled section. This ...
Can I see the notes that I added in web account?
We keep the web and the mobile app in sync. Therefore any notes that you add will be available in both web and mobile. You can view a note for a particular customer by clicking on the contact. The contact details page will open on which you can check ...
Can I add multiple follow-up for the same customer?
No, you cannot add multiple follow-ups for a particular customer. You can add a single follow-up for a customer. You can click here to follow the steps to set a follow-up.
Can I see the follow-up that I added in web account?
We keep the web and the mobile app in sync. Therefore any follow-up that you add will be available in both web and mobile. The follow-up added for a customer through the web account will be updated here.
Can I call my customer from the customer list directly?
Yes you can reach out to your customer directly from the contact list. You can do so by clicking the Click2Call icon that is present corresponding to each customer. What is a Click2Call? An instant calling widget, strategically placed in your app to ...
How can I recharge my credit balance?
At present, you cannot recharge your credits from the mobile app. If you wish to recharge your credits then you can do so from the Payments section in the web app. You can click on the mentioned link: ...
How do I set a follow-up?
You can set a follow-up for a customer if you click on the customer contact from any screen. On the Customer details page, click on Schedule. As soon as you click on Schedule you will be asked to select the follow-up date and time. On successfully ...
How can I see my missed calls only?
All your web app call logs are auto synced in the mobile app and are available on the call logs screen. You can filter the missed calls by clicking on the Missed Call filter that is present on the to right of the Call logs screen. If you wish to ...
Can I edit customer details ?
Yes, you can edit the customer details in your app. To update a customer details, you can follow the steps mentioned below: Click on a particular contacts from any of the following screens: Scheduled, Calls and Contact. The contact details page ...
Where can I see my follow-ups?
Follow-up is a call-back reminder that you set for the customers. The follow-up that you have set up for the customers will be listed under the Scheduled calls screen. This is check of customer with whom you have to follow-up on the specific date and ...