Call feedback is a way of taking post call notes automatically within the Yay desktop app that can be used with the CRM integration of your choice.

Enable Feedback on the User:

To make use of this feature, you'll want to enable call feedback on a per user basis. This can be found by editing a user, navigating to the Advanced tab and toggling the Enable Call Feedback setting. If enabled the toggle will be toggled to the right and blue.

Take notes in the Yay App:

After the feature is enabled, at the end of any call on the Yay.com desktop app a pop up will appear that allows you to record relevant tags regarding, notes about, and the general mood of the conversation. The tags are meant to line up with the tags you've set up within your CRM. This data can be uploaded alongside the call to your CRM.

If you need any further help today, please don't hesitate to contact our friendly support team on 0330 122 6000 or by email!