CallTrax NEXT contains the features and functionality designed to provide a 360 degree view of customer relationships through organized data and enables the ability to analyze information needed to build valuable relationships. There are several learning resources available within the Client Portal to assist you:
Quick Start Guide: Provides a quick guide for your everyday users to help them navigate the Customer Dashboard and their worklist within CallTrax NEXT.
Permissions Reference Guide: This guide serves as your resource for understanding and assigning permissions using Roles within CallTrax NEXT.
Incentives and Goals Guide: This guide serves as your end-to-end resource for creating and managing your Incentives and Goals within CallTrax NEXT.
Quick Reference Guide: Provides an overview of the various modules within the platform.
Report Guide: Provides an overview of more than 30 global reports that are designed to deliver key performance statistics in an easy to read format.