Flags

Flags are labels 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.

Flags are created for or by Quality Management users who have staff reporting to them (managers with Managed Users), and who want their staff to be able to flag their calls. Quality Management Client administrators can create flags for use by all Quality Management Client users. Users can flag calls as they happen, in real-time, or after they have been recorded.

This section of the Help describes: