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In all campaign settings, we will see a tab called Members in the upper left section of the screen.
Clicking on it will open the Members screen where you can add or remove members to a campaign
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In this screen we will see 3 columns
To add a member we will follow the following steps:
Multiple choice
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This column lists all campaigns related to the user's security group. In it you can select one or more campaigns by one click, either to add agents, remove them or simply observe their members. To deselect the campaign we simply click on it again. |
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View the agents assigned to the selected campaign and also remove them from the campaign. PenaltyBy clicking on the gear icon to the right of the Agent's photo we enter the Penalty modal. The less penalty an agent has, the more calls they will enter.
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List of agents within the User Security Group. In it you can select one or more agents by one click, to add to the selected campaigns. To deselect an agent we simply click on it again. |
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Between the Members and Agents column we will see three buttons:
Search modeThis modal allows us to search for an agent and shows us the voice campaigns to which it belongs. We simply type the agent's name and press Search. The table will show all the results that match the name entered. |
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