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:
No carousel in automatic mode
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.
To call the currently displayed prospect, click the prospect's name. A Salesforce record containing the prospect's details appears (pops).
Use Click to dial to make a call to the prospect in the usual way. For information about using Click to dial, see Using Click to dial in Vonage Contact Center in Salesforce.
When complete, release the call and click Log task outcome to log the outcome.
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 positive remove, negative remove and transition outcome sections of a cadence. For more information, see Managing cadences.
- In Activity notes (optional) provide optional, additional information about the outcome.
- Click Confirm. The provided information is logged in the related task object in Salesforce.
The Details section is updated with information such as cadence name, step number, step name, outcome notes, call result, and so on, as configured in Salesforce. For information about configuring Cadence with Salesforce, see Configuring Cadence in Salesforce.
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.