You've answered your customer's questions and now it's time to wrap up. What do you do to close the contact?
Place the steps in sequence.
(To rearrange, hold and drag the tiles)
Under Status, select Closed.
Select Notes and paste the live transcript.
Select End call in the Phone Tool.
Complete the engagement survey.
If needed, send follow-up email.
Select the Live Transcript button and copy text.
1. Select the Live Transcript button and copy text.
2. Select Notes and paste the live transcript.
3. Select End call in the Phone Tool.
4. Under Status, select Closed.
5. If needed, send follow-up email.
6. Complete the engagement survey.