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Assign Codes to an Incoming Interaction

Requirements: See Working with Account and Wrap-Up Codes.

You can assign Account codes and Wrap-Up codes to an incoming interaction in the Interaction Properties sidebar.

To assign an account code to an incoming interaction:

  1. Select the incoming interaction and click the Pickup button, or pick up your telephone handset.

  2. In the Interaction Properties sidebar, select an Account code and Wrap-Up code.

Result: The codes you assigned to the interaction appear in the Account Code and Wrapup Code columns of your queue.

Related Topics

Assign Codes to an Interaction

Understanding Account Codes

Understanding Wrap-Up Codes