Configuring Profile Tabs in Readymode

Modified on Thu, Dec 4 at 12:27 PM

Interested in customizing the information shown in your Profile Tabs? Find out how below.

Configuring Profile Tabs

Using the Configuration Options available, you can adjust the functionality of your Profile Tabs to maximize efficiency for your Agents.

To view these Configuration Options, first navigate to Profile Tabs.

Tab Display Options
Contact History Tab
Map Tab
Script Tabs

Tab Display Options

Using the Tab Display Options, you can change the appearance of Tabs in your CRM.

Tab Order
Tab Color

Note: Changes will be saved automatically, but Users will need to close and re-open any open Lead Profiles to see changes applied.

Tab Order

To change the order of Tabs, drag and drop them into the desired order.

In Readymode, the Profile Tabs settings page showing Google Maps, Contact History, and Script tabs being rearranged by dragging to change their display order.

Tab Color

To change the color of a Tab, use the Color Picker to select a new color.

Screenshot of the Readymode Profile Tabs screen showing Contact History, Script tabs, and Google Maps being reordered by dragging and dropping.

Contact History Tab

The Contact History Tab displays the Call Notes area (1) that Agents can use to take notes when handling calls. Below Call Notes, you'll see the Call Log (2), which displays the recorded interactions with the Lead, from newest to oldest.

Note: Calls dispositioned as "Not Available" which are older than 9 days will not be displayed in the Call Log.

Screenshot of the Contact History tab in Readymode showing the Call Notes area with a Log Call button (1) and the Call Log section listing previous interactions (2).

Abbreviate Call Logs

You can choose to abbreviate Call Logs to save space on the Profile. This makes the font size smaller for some types of recorded interactions.

To configure this option, navigate to Settings on the Dashboard.

Note: You'll need "Application Manager" Permissions to view Settings.

Screenshot of the Readymode Dashboard with the Settings option highlighted.

Under Settings, select Agent Options to open Profile Features.

Screenshot of the Readymode Settings menu with the Agent Options icon highlighted.

Under Profile Features, select "Enabled" or "Disabled" from the Abbreviate call logs drop-down menu.

Screenshot of the Readymode Profile Features menu showing the Abbreviate call logs option set to Enabled.

Map Tab

The Map Tab displays a convenient Google Maps link that Agents can refer to when handling calls.

Screenshot of the Google Maps tab in Readymode showing the “Open Google Maps” button.

Configuring Map Mode

You can use the Map Mode Configuration Option to display different types of maps, or hide the tab.

To configure this option, navigate to Settings on the Dashboard.

Note: You'll need "Application Manager" Permissions to view Settings.

Screenshot of the Readymode Dashboard highlighting the Settings option.

Under Settings, select Agent Options to open Profile Features.

Screenshot of the Readymode Settings menu highlighting the Agent Options button.

Under Profile Features, select from the options available under the Map Mode drop-down menu.

Available Options:

Don't Use - Removes the Map Tab.
Map View - Displays a Google Maps Tab.
Satellite View - Displays a Google Maps Tab in satellite mode.
Street View - Displays Google Street View.

Screenshot of the Readymode Profile Features menu showing the Map Mode dropdown set to Street view.

Script Tabs

The Script Tabs display Scripts, which enable you to provide your Agents with written guidance for handling calls. Learn more about working with Scripts here.

Screenshot of a Script Tab in Readymode displaying a sample calling script with personalized lead information.