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How to view callback requests

Learn how to view callback requests that you contacts can initiate from their dashboard. 

To view contacts that have requested a callback: 

  • Go to the Contacts module.
  • Select the CMA/Callback Leads segment from the left side.



You will now see a list of contacts that requested a CMA or callback from their dashboard. 

An email notification will also be sent to a contact's assigned user with details of the callback request. 

Contacts can request callbacks from their dashboard wherever there is a CTA that asks to contact an agent or your team. 

Your contacts will then be asked for a few basic details, along with a reason for the callback, which will be visible to your team and the contact's assigned user.