Create a Commitment

1. Click Commitment Manager (indicated by a thumb tack icon).

2. Click New.

3. Type the contact's First Name, Last Name, and Phone Number, and assign the commitment to yourself or an appropriate skillClassification used to facilitate the delivery of contacts; assigned to agents based on abilities, specialties, and knowledge.

If you assign the commitment to askill, anyone with that assigned skill can complete the commitment.

4. Select the Date, Time, and Time Zone.

5. Click Save.

6. Leave detailed notes so that you, or another agent, have enough information to reasonably assist the customer.

7. Click Submit.