Managing Complaints

Used in these workflows

• File a Complaint on a Lead
• Take a Complaint Through to Resolution

• What it is: The central place to view and handle all complaints submitted by your agents.
• How to Manage Complaints:
  1. Navigate to Complaints in the main sidebar to see the list.
  2. Click on a complaint to view its details.
  3. From here, you can add a comment to communicate with the agent or record your findings.
  4. Use the buttons to either Dispute or Resolve the complaint.

Figure: Lead Complaints