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Reconnect
2019 R2
Generated:
15May2019
Content last updated:
03May2019
See Change Log for summary of
changes. Interaction Tracker Filtered
Directories
Technical ReferenceAbstract
Tracker Filtered
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How to fill out interaction tracker filtered directories

How to fill out interaction tracker filtered directories
01
To fill out interaction tracker filtered directories, follow these steps:
02
Open the interaction tracker tool.
03
Navigate to the 'Directories' section.
04
Click on the 'Filtered Directories' option.
05
Fill in the required information, such as the filter criteria or search parameters.
06
Click on the 'Submit' button to apply the filter and populate the filtered directories.
07
Review and verify the filled out information in the filtered directories.
08
Make any necessary modifications or updates as needed.
09
Save the changes or export the filtered directories if required.
Who needs interaction tracker filtered directories?
01
Interaction tracker filtered directories can be useful for various individuals or organizations, including:
02
- Customer service teams who want to analyze and track interactions with customers based on specific criteria.
03
- Sales teams who need to filter directories to focus on specific leads or prospects.
04
- Marketing teams who want to monitor interactions and engagement with specific target groups.
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- Researchers or analysts who require filtered directories for data analysis or reporting purposes.
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- Any individual or team involved in managing and organizing interactions or data based on customized filters.
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What is interaction tracker filtered directories?
Interaction tracker filtered directories are specific folders or directories within the interaction tracking system that contain filtered and categorized information related to interactions with clients, customers, or users.
Who is required to file interaction tracker filtered directories?
All employees or team members who are involved in client interactions or customer service are required to file interaction tracker filtered directories.
How to fill out interaction tracker filtered directories?
Interaction tracker filtered directories can be filled out by logging interactions in the system, categorizing them based on the nature of the interaction, and ensuring that all relevant information is documented accurately.
What is the purpose of interaction tracker filtered directories?
The purpose of interaction tracker filtered directories is to track, organize, and analyze interactions with clients or customers for better communication, follow-up, and relationship management.
What information must be reported on interaction tracker filtered directories?
Information such as date of interaction, type of interaction, parties involved, outcomes, follow-up actions, and any relevant notes must be reported on interaction tracker filtered directories.
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