Callback Groups

Found in Admin > Callback Groups.

This is where you create and control the callback groups.  

• Click the + button to add a new group
• Click the trash can to delete the group.  
• The "Lost Sales" and "Cancel" groups are system groups and can't be deleted. Lost Sales and Cancellations that are manually or automatically assigned a callback date will be assigned to these groups automatically.

 

Technicians and CSR's can select these groups as they set callbacks.

 

You can filter for these groups in Dashboard > Callbacks.