How to assign leads to call center agents?
To assign the leads to the call center agents, follow the steps given below:
Step 1:
Select the Admissions Plus CRM module, then select the
Assign Leads to CCE Agents under the Call Center menu.
(Admissions Plus CRM ---> Call Center ---> Assign Leads to CCE Agent)
Step 2:
Select the Academic Year, Branch, Contact Source, Date then
click on Get.
Step 3:
Select the lead, assign the respective agent then click on
Assign.
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To inactive call center agents, follow the steps given below: Step 1: Select the Admissions Plus CRM then choose Manage Leads under the Call Center menu. (Admission Plus CRM ---> Call Center ---> Manage Leads) Step 2: Choose +Create Call Center Agent ...
How to create or edit call center agents?
To create call center agents, follow the steps given below: Step 1: Select the Admission Plus CRM module and then select the Manage Leads under the Call Center Menu. (Admission Plus CRM ---> Call Center ---> Manage Leads) Step 2: Click on +Create ...
How to reassign the leads?
To re assign the leads, follow the steps given below: Step 1: Select the Admission plus CRM module then select the Re assign Leads under the Call Center menu. (Admissions Plus CRM ---> Call Center ---> Re assign Leads) Step 2: Select the Academic ...
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To check the call center agent performance report, follow the steps given below: Step 1: Select the Admissions Plus CRM module and then choose the Call Center Agent Performance under the Call Center Reports menu. (Admissions Plus CRM ---> Call Center ...
Can we assign leads to the counselors?
Yes, to assign the leads to the counselors, follow the steps given below: Path 1 - can be accessed from the organisation level Step 1: Select the Admissions Plus CRM module and then select the Assign Leads to Counselors under the Call Center menu. ...