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How to put a customer on hold
If you were unable to reach your customer by phone, you can put them on hold and try to call them later:
- Click on "Customer is not reachable";
- Add an internal note that will only be visible to you and your colleagues;
- Click on "Confirm call failed and put on hold".
The customer review will then be moved to the top of your inbox in the "Customers on hold" section. You can then resume the file and contact the customer again by phone or in writing.
📝 When your call is put on hold, the response time indicator also pauses.