Call Center
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Revision as of 22:09, 11 August 2015 by Admin (Talk | contribs) (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...")
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 and click Call Center.
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.
The details screen is for handling a contact engagement. There are three regions:
- contact information
- actions taken during this engagement.
- previous history and notes to be added
Adding New Contacts
Currently, add contacts through the organizations and people tables:
- From the Admin Navigator, open Manage Users and click on Organizations
- Click the Add button
- Enter values, click OK to save and exit
- Name - enter the name of the organization
- in the Pipeline tab, select yourself and Call Center Manager
- prospect Status - select Not Contacted
- Open or refresh the call center and the new contact will be on the
