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Configuring Profile Tabs

Interested in customizing the information shown in your Profile Tabs? Find out how below.



Configuring Profile Tabs


Using the Configuration Options available, you can adjust the functionality of your Profile Tabs to maximize efficiency for your Agents.


To view these Configuration Options, first navigate to Profile Tabs



Tab Display Options


Using the Tab Display Options, you can change the appearance of Tabs in your CRM.


Note: Changes will be saved automatically, but Users will need to close and re-open any open Lead Profiles to see changes applied.



Tab Order


To change the order of Tabs, drag and drop them into the desired order.




Tab Color


To change the color of a Tab, use the Color Picker to select a new color.




Contact History Tab


The Contact History Tab displays the Call Notes area (1) that Agents can use to take notes when handling calls. Below Call Notes, you'll see the Call Log (2), which displays the recorded interactions with the Lead, from newest to oldest.


Note: Calls dispositioned as "Not Available" which are older than 9 days will not be displayed in the Call Log.




Abbreviate Call Logs


You can choose to abbreviate Call Logs to save space on the Profile. This makes the font size smaller for some types of recorded interactions.


To configure this option, navigate to Settings on the Dashboard.


Note: You'll need "Application Manager" Permissions to view Settings.



Under Settings, select Agent Options to open Profile Features.



Under Profile Features, select "Enabled" or "Disabled" from the Abbreviate call logs drop-down menu.




Map Tab


The Map Tab display a convenient Google Maps link that Agents can refer to when handling calls.




Configuring Map Mode


You can use the Map Mode Configuration Option to display different types of maps, or hide the tab.


To configure this option, navigate to Settings on the Dashboard.


Note: You'll need "Application Manager" Permissions to view Settings.



Under Settings, select Agent Options to open Profile Features.



Under Profile Features, select from the options available under the Map Mode drop-down menu.


Available Options:

  • Don't Use - Removes the Map Tab.
  • Map View - Displays a Google Maps Tab.
  • Satellite View - Displays a Google Maps Tab in satellite mode.
  • Street View - Displays Google Street View.




Script Tabs


The Script Tabs display Scripts, which enable you to provide your Agents with written guidance for handling calls. Learn more about working with Scripts here.



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