How to create or edit call center agents?

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 Call Center Agent. Select Create User
        then give the name, mobile no, email id, username,
        password and click on Save. To edit the details, click
        on edit icon, make the changes and click on Update.
 

    • Related Articles

    • How to inactive call center agents?

      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 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 ...

    • How to check call center agent performance report?

      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 ...

    • How to add or update the lead status?

      To manage the lead status, 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 +Add, to add a ...

    • How to add a lead?

      To add a lead, 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: Navigate to Add Lead. Select the ...