To manage the Result Codes that show in the Quick Result Call box:
- Login as an Admin
- Select Project
- Go To Routing
- Select Result Codes
- Select Quick Result Call
- Choose either show the first 8 eligible* Result Codes or Let me choose which Result Code to show.
- If choosing Result Codes, select the Team first to see the eligible* Result Codes (Note that Result Codes will need to be selected for all Teams individually).
- Save Changes
*The eligible Result Codes are those that do not require an addtional action. Result Codes with the following properties are NOT eligible:
- Scheduling a callback or appointment
- User Choice for Lead Status Change
- User Choice for User Assignment
- Result codes which have an associated data collection prompt
Note: To update the Sort Order of the Quick Results when First 8 choices are selected go to the main Result Code page, update the Sort Order of the Result Codes utilizing the Sort column.