Customer Callback Requests2 min read
Scheduling Callbacks & Filtering Pending Requests
Log customer callback requests and filter pending entries by date or status.
Overview
The Callbacks page organizes phone call requests submitted by customers.
📍Exact Buttons / Menus in Dashboard
+ Schedule CallbackApply FiltersResetUnattendedAttendedCall Not Connected
Step-by-Step Instructions
1Scheduling a Callback Request
Click [+ Schedule Callback] to open the entry form. Fill in Customer Name *, Contact Phone Number *, Preferred Time, and Callback Reason / Notes.
🎯Exact Button: [+ Schedule Callback]
2Filtering Callback Logs
Use date range pickers and status selectors to filter queue entries, then click [Apply Filters] or [Reset].
🎯Exact Action Buttons: [Apply Filters], [Reset]
3Updating Call Status
Update record status using the dropdown options: [Unattended], [Attended], or [Call Not Connected].
🎯Exact Options: [Unattended], [Attended], [Call Not Connected]
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