http://wiki.kmacloud.net/index.php?action=history&feed=atom&title=Call_CenterCall Center - Revision history2026-05-04T19:38:10ZRevision history for this page on the wikiMediaWiki 1.24.1http://wiki.kmacloud.net/index.php?title=Call_Center&diff=1048&oldid=prevAdmin: /* Call Center */2015-08-11T22:34:15Z<p><span dir="auto"><span class="autocomment">Call Center</span></span></p>
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<td colspan='2' style="background-color: white; color:black; text-align: center;">Revision as of 22:34, 11 August 2015</td>
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<tr><td class='diff-marker'>−</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;">==Call Center==</del></div></td><td colspan="2"> </td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>The call center is an addon that creates a sales call follow-up process.</div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>The call center is an addon that creates a sales call follow-up process.</div></td></tr>
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</table>Adminhttp://wiki.kmacloud.net/index.php?title=Call_Center&diff=1047&oldid=prevAdmin: /* Adding New Contacts */2015-08-11T22:30:40Z<p><span dir="auto"><span class="autocomment">Adding New Contacts</span></span></p>
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<td colspan='2' style="background-color: white; color:black; text-align: center;">Revision as of 22:30, 11 August 2015</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>* Enter values, click OK to save and exit</div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>* Enter values, click OK to save and exit</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>** Name - enter the name of the organization</div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>** Name - enter the name of the organization</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>** <del class="diffchange diffchange-inline">in </del>the Pipeline tab, select yourself <del class="diffchange diffchange-inline">and </del>Call Center Manager</div></td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>** <ins class="diffchange diffchange-inline">In </ins>the Pipeline tab, select yourself <ins class="diffchange diffchange-inline">as the </ins>Call Center <ins class="diffchange diffchange-inline">Account </ins>Manager</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>** prospect Status - select Not Contacted</div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>** prospect Status - select Not Contacted</div></td></tr>
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<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">===Call Center Actions===</ins></div></td></tr>
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<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">The call center manages the contact status or prospects and lets the manager perform actions that move the prospect down the pipeline. It does this with two lists of data</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div> </div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">* Prospect Status - A list of the statuses you can set for a prospect. These represent the current position in the prospect pipeline, like 'not contacted', or 'left voice mail'</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">* Prospect Actions - A list of actions you can take on prospects in a given Prospect Status. The action includes</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">** The prospect status that this action can be applied to. For instance, if a prospect is set to 'Not Contacted', then the prospect actions available for that prospect are all those with status set to 'Not Contacted'</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">** A name that describes the action taken, like 'Contacted, scheduled a meeting'</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">** A list of checkboxes that represent milestones achieved by this action, like 'outbound call', 'made contact', etc.</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">** The number of followup days before the prospect will come to the prospect list again.</ins></div></td></tr>
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</table>Adminhttp://wiki.kmacloud.net/index.php?title=Call_Center&diff=1046&oldid=prevAdmin: Created page with "==Call Center== The call center is an addon that creates a sales call follow-up process. ===Getting Started=== To open the call center, from the Admin Navigator, open Tools..."2015-08-11T22:09:57Z<p>Created page with "==Call Center== The call center is an addon that creates a sales call follow-up process. ===Getting Started=== To open the call center, from the Admin Navigator, open Tools..."</p>
<p><b>New page</b></p><div>==Call Center==<br />
The call center is an addon that creates a sales call follow-up process.<br />
<br />
===Getting Started===<br />
<br />
To open the call center, from the Admin Navigator, open Tools and click Call Center.<br />
<br />
The Call Center has two screens, the contact list screen and the contact details screen. The list screen shows the top 100 scheduled activities, followed the the top 100 contacts without any activity. Click the top contact takes you to the details page for that contact.<br />
<br />
The details screen is for handling a contact engagement. There are three regions:<br />
* contact information<br />
* actions taken during this engagement.<br />
* previous history and notes to be added<br />
<br />
===Adding New Contacts===<br />
<br />
Currently, add contacts through the organizations and people tables:<br />
* From the Admin Navigator, open Manage Users and click on Organizations<br />
* Click the Add button<br />
* Enter values, click OK to save and exit<br />
** Name - enter the name of the organization<br />
** in the Pipeline tab, select yourself and Call Center Manager<br />
** prospect Status - select Not Contacted<br />
* Open or refresh the call center and the new contact will be on the</div>Admin