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Customer Workspace Ideas Portal
Status Needs review
Categories Others
Created by Guest
Created on May 22, 2024

Option to create a template for the notes while on a call

The basic concept is that it would greatly enhance efficiency for agents utilizing the dialer to have the "notes" field automatically appear during their calls, allowing them to take notes in real-time. This could be achieved by enabling users to create a template containing pertinent information, which would serve as a prompt for sales agents and expedite the note-taking process, eliminating the need to repeatedly copy paste/type the same information.

This template would remain static, while still allowing for the addition of supplementary notes as necessary, as each client may have unique requirements

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