Description
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Select inFlow 2.0 from the inFlow dropdown menu.
The Communication listappears in the Lists section of the Menu Panel.
Click Communication to view the Communications records entries in the Record List Panel. By default, only the current day’s records entries will be listed. In this example, there are no records entries for the current day. The Communication list in the Menu Panel shows that there are no records entries by displaying a 0 in the green counter circle to the right.
Managers may use the Team/Agent dropdown to view the Communications records entries of other users.
Click inside the Date field to open the dropdown menu.
Select the parameters for the records entries to be displayed and click the Load with Filters (magnifying glass) icon.
The list of communication activity records entries for the user matching the selected parameters opens. The records entries will include a variety of communication types.
Click a record an entry to view the communication. In this example, we are viewing the first recordentry, an email that was received by the user.
The communication content for the the selected record entry opens in the Record Details Panel to the right.
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Columns
Column Name | Description |
|---|---|
Event | Type of action that occur (in icon form) |
Date | Timestamp of when this event occurred |
Action | Type of action (email, call, SMS, etc.) |
Detail | If the action is a phone recording or call, duration and call recording available. |
Action Type | Where the source of data comes from (Outlook sync, call, SMS, etc.) |
AI Review | If the AI tool was run, the icon will be present. If it was not run, there will be no icon. |
Path | If the record is an inTouch task, it will state the path name. |
Task | If the record is an inTouch task, it will state the name of the task. |
From | Direction of event from user |
To | Direction of event to user |
By | User who made action/logged under the user |
Status | Status of where the lead is at that this entry relates to |
Activity | Activity of where lead is at that this entry relates to |