Calls and leads
Listening in and taking over
Keep an eye on calls as they happen, and step in when a person should take over.
- Listen in
- On a live call's page, Listen in plays both sides in your browser, a moment behind. The caller isn't told and can't hear you.
- Take over
- Take over stops the agent, tells the caller they're being put through, and rings the number you give (your mobile or desk). The call's page notes who took it over.
- Flag for review
- On any call, Flag for review saves a note for someone to look at. Calls › Flagged lists them.
Listening in and taking over are recorded in the activity log.
