Outbound call fields

The account you use must have Information Manager rights.

For more information about Wave Activity panel fields, see Wave activity fields.

The table below explains the fields on the remaining panels of the Outbound Call Wave Activity.

Field

Description

Team

Gives access to the Outbound Call list to all users, whose primary team is the same as the team selected in this field. This is not a required field, and if desired, only individual users can be given access to the Outbound Call list by leaving this field blank and adding users in the Users field described below.

Introduction

General greeting or introduction guideline. This can include merge fields, such as #pers_firstname#.

Contact Introduction

Greeting or introduction once you get through to the correct contact person. This can include merge fields, such as #user_firstname#.

Daily Call Target

Target level of daily calls for the Outbound Call list. This is also displayed to the user from the Call Handling page.

Category Group

Link to Key Attribute Category Group. Key Attribute Data set up by the system administrator can be made available to the end user from the Call Handling page.

Users

Users who have rights to access the Outbound Call list from My CRM. Any user can be given access to the call list even if they have a different primary team from the one defined in the team field above.

Priority

Priority of the communication that is automatically created when a user reaches the contact.

Subject

Subject of the communication. This can include merge fields such as #pers_firstname#.

Communication Details

Default Details of the communication.

Wave Items Communications Team

Default Team of the communication.

Territory

Default security territory of the communication.