A custom callback is a way of using a disposition other than Callback but you will still be able to set a callback schedule for the lead. Please follow the steps below on how to create a custom callback.
1 - In a call, you will see different [A] Call buttons in the upper part of the lead info sheet.
2 - Once done speaking to the lead, you may click on [A] Hangup button to end the call.
3 - In the Disposition Window, select a different disposition other than the callback status. In this example, the [A] Interested status is used. Put a check on [B] Yes checkbox in the Callbacks option below the Comments box.
4 - After checking the Callbacks option, the [A] Callback Time and Callback Type dropdown menus will appear.
5 - Click the Callback's Time option to open the calendar window. To select a different month click the [A] arrow button in the upper part of the calendar window. You may then select a day.
6 - Once you select a day, the option will change to hour. You may now select what hour and if it’s in the morning [A] AM box or afternoon [B] PM box
7 - After you select a specific hour, the option will change to minutes.
8 - After selecting the minutes, your chosen callback time is now set.
9 - To make the callback either a Personal or System callback, select the appropriate Callback Type in the [A] Callback Type drop down menu.
10 - You may now click the [A] Save Changes button in the bottom right side to complete and submit the callback.