Flag Profiles define a set of Flags that can be applied to call records to categorize them, thereby simplifying subsequent searching and analysis.
Flags have a type or name and a value. For example, a flag named Sales Call, with the values Support offered and Discount offered could be used to identify the type and outcome of the call.
Users are assigned to Flag Profiles. These profiles allow the user to flag calls using any flag defined in a flag profile that the user is assigned to. Users can be assigned to multiple flag profiles at the same time. Users can also flag calls as they happen, in real-time, or after they have been recorded.
This section of the Help describes:
- Viewing Flag Profiles
- Adding Flag Profiles
- Editing Flag Profiles
- Deleting Flag Profiles
- Assigning Users to Flag Profiles
- System Flags