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Admins can now define a list of calling outcome “shortcuts” that will immediately end the current call, disposition the call, and initiate the next call via the WebPhone. Calling the next lead is now almost instantaneous and enables teams to get through large lists quickly. The Calling List Tool and WebPhone articles provide more information.

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Custom Filters: Easily Manage Different Data Variables in inTouch

Custom filters can now be created without a status or campaign requirement for use in inTouch. This will enable marketing managers to create groups they can apply across multiple marketing documents but only need to update/manage in one location. Example: Retail Team vs. Consumer Direct Team. Create a Custom Filter for each team and apply the Custom Filter as a requirement within inTouch. Now, anytime you need to add a user to a team, just update the custom filter and it will populate across every marketing document it is applied to. Here are more articles on Custom Filters and inTouch.

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