Callback General Settings

Tue, 04/07/2009 - 18:00
Darin Dixon
Darin Dixon's picture
Joined: 04/03/2008
Points: 0
User offline. Last seen 25 weeks 4 days ago.

To determine who the callbacks go to after the callback timeout:

1. Click on the Admin tab
2. Click on Dialer Initiatives
3. Click the Edit link for the dialer initiative in question
4. Select an option from the field called "After Owner Timeout, Callbacks Go To".

Note: If you select "Still only to the owner", this is referring to the actual Owner of the lead, not the person who created the callback.

To change the callback timeout (Callback Grace Period):

1. Click on the Admin tab
2. Click on Company Profile
3. Click on Company Information
4. Click the Edit button
5. Update the "Callback Grace Period" field. (Note: time is in minutes)

If you want all callbacks to stay with the the user who created the callback, then set the Callback Grace Period to a very large number of minutes (10,000 minutes is about 1 week).

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