Assigning a work code

Work Code varies from each organization and is usually defined by administrators. Each work code differentiates the call type for each work item, for example, you can tag a follow up call as ‘13: Follow-up’ and a cold call to a customer as ‘11: Cold Call.

separator
  1. On an active call, in the Work List window, click Add Code.

    The system displays the Work Code window with the corresponding work codes.

  2. From the Work Code window, select an appropriate work code.

    You can associate multiple work codes to a single work item.

separator
Related information
Reason Codes panel field descriptions