CALL
LIVE CHAT
Click for Live Chat

Talk To A Salesgenie Expert Now
Call 877.708.3844

How does a record become worked within a list?

Worked status is tracked at the list level. Records are automatically set to worked status when a User assigns a note, schedules a follow-up, changes the disposition, or makes a dialer call. Worked status can also be manually added or removed from the right-panel action menu.

Recent Posts