How to Create and Manage the Call Center Agents?

How to Create and Manage the Call Center Agents?

To Create and Manage the Call Center Agents, follow the steps given below:

PATH - 1

Step 1:

To Create and Manage the Call Center Agents, go to the ERP on the modules palette, select the

Admissions module and then select the Manage Leads under the Call Center menu.

(ERP-->Admissions-->Call Center-->Manage Leads)

Step 2:

Click on +Create Call Center Agent option. To Create an agent click on Create User option. Fill in the

details like Name,Mobile Number,Email ID,User Name and Password accordingly.Click on Save.

Step 3:

To edit the details, select the Call Center Agent accordingly and then click on the edit icon against the

selected agent.Edit the details accordingly and click on Update.

Step 4:

To Inactivate/Delete the Call Center Agent,select the Call Center Agent accordingly and then click on the

inactive option against the selected agent and click on Yes inactive it option.

PATH - 2

Step 1:

To Create and Manage the Call Center Agents, go to the ERP on the modules palette, select the

Admissions module and then select the Assign Leads to CCE Agent under the Call Center menu.

(ERP-->Admissions-->Call Center-->Assign Leads to CCE Agent)

Step 2:

Click on +Create Call Center Agent option. To Create an agent click on Create User option. Fill in

the details like Name,Mobile Number,Email ID,User Name and Password accordingly.Click on Save.

Step 3:

To edit the details, select the Call Center Agent accordingly and then click on the edit icon against the

selected agent.Edit the details accordingly and click on Update.

Step 4:

To Inactivate/Delete the Call Center Agent,select the Call Center Agent accordingly and then click on the

inactive option against the selected agent and click on Yes inactive it option.

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To add and manage the Lead Status, follow the steps given below: PATH - 1 NOTE: THE BELOW STEPS ARE APPLICABLE FOR ORGANISATION LEVEL USERS ONLY. Step 1: To add and manage the Lead Status, go to the ERP on the modules palette, select the Admissions ...
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How to Add and Manage the Lead Source?
To Add and Manage the Lead Source, follow the steps given below: PATH - 1 NOTE: THE BELOW STEPS ARE APPLICABLE FOR ORGANISATION LEVEL USERS ONLY. Step 1: To Add and Manage the Lead Source, go to the ERP on the modules palette, select the Admissions ...