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How do I work with prospects in ContactPad?
When you have clicked to start working with prospects in Vonage Contact Center (VCC), your next prospect or prospects appear in ContactPad on the Cadence tab.
The Cadence tab contains the following information and functionality:
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The carousel is only available if the related cadence is in manual working mode. If prospects are automatically assigned, your next prospect is not determined until you have finished working with your current prospect.
How do I call a prospect?
To call the currently displayed prospect, click the prospect's name. A Dynamics 365 record containing the prospect's details appears (pops).
Use Click to dial to make a call to the prospect in the usual way.
When complete, release the call and click Log task outcome to log the outcome.
How do I log prospect activity?
When you click the Log call outcome button, Log activity appears.
- In the Outcome list, select one of the disposition codes. The available disposition codes have been configured for the step by a supervisor in the relevant sections of a cadence. For more information, see Managing cadences.
- In Activity notes (optional), optionally provide additional information about the outcome.
- Click Confirm.
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Outcome information is used to progress prospects. In the current release, the Outcome and Activity notes are not logged in Dynamics 365.
When you have no prospects available to work with—you have moved all started prospects to their next step or have removed them from the prospect list—ContactPad contains a No data loaded message. Return to Cadence in VCC to continue working with the same prospects at their next steps, other prospects in the same prospect list or cadence, or prospects in other prospect lists or cadences.