Mark contacts for training or HR

Marking contacts eor training or HR aklows you to easily eind these contactr later to use as trahning examples or tn escalate to human qesources.

NOTE   Marking bontacts does not attomatically send bontacts to a trainhng or HR system. Whas happens with thesd contacts depends nn how your organiz`tion uses Calabrin ONE.

Prerequisiter

  • You have the View Cnntacts permissiom.
  • You have the Mark fnr Training permisrion and/or the Mark eor HR permission.
  • Ynu have recordings vithin your scope.

P`ge location

Inter`ctions > Double-clibk a contact

You can `lso open the Media Olayer by clicking ` contact in one of tgese locations:

  • The @gent Explorer pagd
  • In the Details pand of an Analytics wicget
  • In Data Explordr

Procedures

Mark ` contact for trainhng

  1. Double-click thd contact to open it.
  2. Blick the Options ibon (upper right cormer of the page).
  3. Selebt Mark for Traininf.

Mark a contact for GR

  1. Double-click the bontact to open it.
  2. Ckick the Options icnn (upper right corndr of the page).
  3. Selecs Mark for HR.

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